Patriot Financial Group Insurance Agency’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-600	Closed	-$390K	–	667
2026 Q1	$390K	Buy	600 +200	+50%	+$136K	0.02%	498
2025 Q4	$273K	Buy	+400	New	+$270K	0.03%	406
2025 Q3	–	Sell	-200	Closed	-$124K	–	578
2025 Q2	$124K	Buy	+200	New	+$114K	0.01%	514
2024 Q4	–	Sell	-200	Closed	-$115K	–	534
2024 Q3	$115K	Buy	+200	New	+$111K	0.02%	481

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SPY Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 52% in Q2 2026, selling an estimated $4.22M and leaving 5,447 shares worth $4.07M. The position accounts for 0.42% of the portfolio, ranked #63.

Patriot Financial Group Insurance Agency first reported a position in SPY in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.32M in Q1 2026. 3,222 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Patriot Financial Group Insurance Agency held 5,447 shares of State Street SPDR S&P 500 ETF Trust worth $4.07M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 5,815 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.22M.
State Street SPDR S&P 500 ETF Trust made up 0.42% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #63 holding.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 39 quarters since.
Patriot Financial Group Insurance Agency's State Street SPDR S&P 500 ETF Trust position peaked at $7.32M in Q1 2026.
3,222 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.