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

Northwest 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	$309K	Buy	413 +1	+0.2%	+$725	0.04%	65
2026 Q1	$268K	Buy	+412	New	+$280K	0.52%	56
2025 Q4	–	Sell	-408	Closed	-$271K	–	93
2025 Q3	$271K	Sell	408 -121	-23%	-$77.6K	0.35%	77
2025 Q2	$327K	Sell	529 -1,680	-76%	-$960K	0.46%	63
2025 Q1	$1.24M	Buy	2,209 +1,463	+196%	+$860K	1.02%	24
2024 Q4	$437K	Buy	746 +1	+0.1%	+$589	0.36%	65
2024 Q3	$428K	Buy	745 +28	+4%	+$15.5K	0.34%	61
2024 Q2	$390K	Sell	717 -15	-2%	-$7.85K	0.4%	61
2024 Q1	$383K	Buy	732 +146	+25%	+$72.7K	0.42%	61
2023 Q4	$279K	Buy	+586	New	+$261K	0.24%	70

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

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

Northwest Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.24% in Q2 2026, buying an estimated $725 and bringing the position to 413 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #65.

Northwest Financial Advisors first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q1 2025. 4,656 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Northwest Financial Advisors held 413 shares of State Street SPDR S&P 500 ETF Trust worth $309K as of Q2 2026.
Northwest Financial Advisors bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Northwest Financial Advisors's portfolio in Q2 2026, its #65 holding.
Northwest Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Northwest Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.24M in Q1 2025.
4,656 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.