NWF Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

NWF Advisory Services’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	$8.11M	Buy	10,860 +290	+3%	+$210K	0.76%	33
2026 Q1	$6.87M	Buy	10,570 +211	+2%	+$143K	0.78%	36
2025 Q4	$7.06M	Sell	10,359 -1,455	-12%	-$983K	0.78%	36
2025 Q3	$7.87M	Sell	11,814 -779	-6%	-$499K	0.86%	29
2025 Q2	$7.78M	Buy	12,593 +1,317	+12%	+$753K	0.93%	29
2025 Q1	$6.31M	Buy	11,276 +292	+3%	+$172K	0.89%	28
2024 Q4	$6.46M	Buy	10,984 +2,089	+23%	+$1.23M	0.95%	32
2024 Q3	$5.1M	Buy	8,895 +782	+10%	+$432K	0.74%	36
2024 Q2	$4.42M	Buy	8,113 +466	+6%	+$244K	0.7%	39
2024 Q1	$4M	Sell	7,647 -2,179	-22%	-$1.08M	0.67%	38
2023 Q4	$4.67M	Buy	9,826 +824	+9%	+$367K	0.93%	25
2023 Q3	$3.85M	Buy	9,002 +1,003	+13%	+$446K	0.91%	27
2023 Q2	$3.55M	Hold	7,999	–	–	0.82%	28
2023 Q1	$3.55M	Buy	+7,999	New	+$3.19M	0.82%	28

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

NWF Advisory Services's SPY Position: Q2 2026 in Review

NWF Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q2 2026, buying an estimated $210K and bringing the position to 10,860 shares worth $8.11M. The position accounts for 0.76% of the portfolio, ranked #33.

NWF Advisory Services first reported a position in SPY in Q1 2023 and has held it in 14 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

NWF Advisory Services held 10,860 shares of State Street SPDR S&P 500 ETF Trust worth $8.11M as of Q2 2026.
NWF Advisory Services bought 290 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $210K.
State Street SPDR S&P 500 ETF Trust made up 0.76% of NWF Advisory Services's portfolio in Q2 2026, its #33 holding.
NWF Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 14 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.