Northern Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Northern Financial Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.9M	Buy	17,225 +358	+2%	+$260K	8.51%	1
2026 Q1	$11M	Buy	16,867 +5,996	+55%	+$4.08M	8%	1
2025 Q4	$7.41M	Sell	10,871 -12,461	-53%	-$8.42M	8.48%	1
2025 Q3	$15.5M	Buy	23,332 +4,863	+26%	+$3.12M	8.16%	1
2025 Q2	$11.4M	Sell	18,469 -178	-1%	-$102K	8.57%	1
2025 Q1	$10.4M	Sell	18,647 -46	-0.2%	-$27K	8.61%	1
2024 Q4	$11M	Sell	18,693 -1,353	-7%	-$797K	8.75%	1
2024 Q3	$11.5M	Sell	20,046 -1,113	-5%	-$615K	8.73%	1
2024 Q2	$11.5M	Sell	21,159 -1,560	-7%	-$816K	9.23%	1
2024 Q1	$11.9M	Sell	22,719 -1,840	-7%	-$916K	9.28%	1
2023 Q4	$11.7M	Sell	24,559 -2,501	-9%	-$1.11M	9.83%	1
2023 Q3	$11.6M	Sell	27,060 -2,265	-8%	-$1.01M	10.59%	1
2023 Q2	$13M	Sell	29,325 -100	-0.3%	-$42K	11.45%	1
2023 Q1	$12M	Buy	29,425 +1,736	+6%	+$693K	11.34%	1
2022 Q4	$10.5M	Buy	+27,689	New	+$10.6M	11.85%	1

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Financial Advisors's SPY Position: Q2 2026 in Review

Northern Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, buying an estimated $260K and bringing the position to 17,225 shares worth $12.9M. The position accounts for 8.51% of the portfolio, ranked #1.

Northern Financial Advisors first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.5M in Q3 2025. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Northern Financial Advisors held 17,225 shares of State Street SPDR S&P 500 ETF Trust worth $12.9M as of Q2 2026.
Northern Financial Advisors bought 358 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $260K.
State Street SPDR S&P 500 ETF Trust made up 8.51% of Northern Financial Advisors's portfolio in Q2 2026, its #1 holding.
Northern Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Northern Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $15.5M in Q3 2025.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.