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

Petra Financial 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	$329K	Hold	440	–	–	0.15%	130
2026 Q1	$286K	Sell	440 -61	-12%	-$41.5K	0.18%	101
2025 Q4	$342K	Sell	501 -27	-5%	-$18.2K	0.2%	113
2025 Q3	$352K	Buy	528 +24	+5%	+$15.4K	0.21%	112
2025 Q2	$311K	Buy	504 +3	+0.6%	+$1.72K	0.2%	113
2025 Q1	$280K	Sell	501 -27	-5%	-$15.9K	0.23%	92
2024 Q4	$310K	Hold	528	–	–	0.21%	108
2024 Q3	$303K	Hold	528	–	–	0.2%	109
2024 Q2	$287K	Sell	528 -7	-1%	-$3.66K	0.21%	102
2024 Q1	$280K	Sell	535 -208	-28%	-$104K	0.21%	104
2023 Q4	$353K	Hold	743	–	–	0.29%	85
2023 Q3	$318K	Hold	743	–	–	0.26%	91
2023 Q2	$329K	Sell	743 -148	-17%	-$62.1K	0.29%	86
2023 Q1	$365K	Buy	891 +39	+5%	+$15.6K	0.36%	54
2022 Q4	$326K	Buy	+852	New	+$327K	0.36%	70

Other funds holding SPY

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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Petra Financial Advisors's SPY Position: Q2 2026 in Review

Petra Financial Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 440 shares worth $329K. The position accounts for 0.15% of the portfolio, ranked #130.

Petra Financial Advisors first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $365K in Q1 2023. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Petra Financial Advisors held 440 shares of State Street SPDR S&P 500 ETF Trust worth $329K as of Q2 2026.
Petra Financial Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Petra Financial Advisors's portfolio in Q2 2026, its #130 holding.
Petra Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Petra Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $365K in Q1 2023.
1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.