Perryman Financial Advisory’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Perryman Financial Advisory's SPY Position: Q2 2026 in Review
Perryman Financial Advisory reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q2 2026, selling an estimated $20.3K and leaving 1,171 shares worth $875K. The position accounts for 0.12% of the portfolio, ranked #103.
Perryman Financial Advisory first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Perryman Financial Advisory held 1,171 shares of State Street SPDR S&P 500 ETF Trust worth $875K as of Q2 2026.
- Perryman Financial Advisory sold 28 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $20.3K.
- State Street SPDR S&P 500 ETF Trust made up 0.12% of Perryman Financial Advisory's portfolio in Q2 2026, its #103 holding.
- Perryman Financial Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
- 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.