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SPY icon

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

Novus 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 		$6.06M Buy
8,121
+940
+13% +$682K 12.64% 1
2026
Q1 		$4.67M Sell
7,181
-1,757
-20% -$1.19M 10.45% 1
2025
Q4 		$6.1M Sell
8,938
-215
-2% -$145K 13.63% 1
2025
Q3 		$6.1M Sell
9,153
-463
-5% -$297K 14% 1
2025
Q2 		$5.94M Sell
9,616
-2,859
-23% -$1.63M 9.07% 1
2025
Q1 		$6.98M Sell
12,475
-2,376
-16% -$1.4M 7.04% 1
2024
Q4 		$8.71M Buy
+14,851
New +$8.75M 8.67% 1

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Novus Advisors's SPY Position: Q2 2026 in Review

Novus Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q2 2026, buying an estimated $682K and bringing the position to 8,121 shares worth $6.06M. The position accounts for 12.64% of the portfolio, ranked #1.

Novus Advisors first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.71M in Q4 2024. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Novus Advisors held 8,121 shares of State Street SPDR S&P 500 ETF Trust worth $6.06M as of Q2 2026.
  • Novus Advisors bought 940 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $682K.
  • State Street SPDR S&P 500 ETF Trust made up 12.64% of Novus Advisors's portfolio in Q2 2026, its #1 holding.
  • Novus Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • Novus Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $8.71M in Q4 2024.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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