O'Connor Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

O'Connor Financial Group’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	$222K	Buy	+297	New	+$215K	0.08%	61
2026 Q1	–	Sell	-401	Closed	-$277K	–	59
2025 Q4	$277K	Sell	401 -19	-5%	-$12.8K	0.11%	56
2025 Q3	$280K	Sell	420 -12	-3%	-$7.69K	0.12%	56
2025 Q2	$270K	Buy	+432	New	+$247K	0.12%	56

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

O'Connor Financial Group's SPY Position: Q2 2026 in Review

O'Connor Financial Group opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 297 shares worth $222K. The stake represents 0.08% of the portfolio and ranks #61 among its holdings. This is a return to the name: O'Connor Financial Group previously reported a position in SPY as recently as Q4 2025.

O'Connor Financial Group first reported a position in SPY in Q2 2025 and has held it in 4 quarters since. The position peaked at $280K in Q3 2025. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

O'Connor Financial Group held 297 shares of State Street SPDR S&P 500 ETF Trust worth $222K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new O'Connor Financial Group position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.08% of O'Connor Financial Group's portfolio in Q2 2026, its #61 holding.
O'Connor Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 4 quarters since.
O'Connor Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $280K in Q3 2025.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.