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

Phoenix Financial’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
2023 Q4	–	Sell	-1,100	Closed	-$470K	–	384
2023 Q3	$470K	Buy	+1,100	New	+$489K	0.01%	260

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

Phoenix Financial's SPY Position: Q2 2026 in Review

Phoenix Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 79% in Q2 2026, buying an estimated $52.7M and bringing the position to 165,032 shares worth $123M. The position accounts for 0.84% of the portfolio, ranked #34.

Phoenix Financial first reported a position in SPY in Q3 2019 and has held it in 28 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Phoenix Financial held 165,032 shares of State Street SPDR S&P 500 ETF Trust worth $123M as of Q2 2026.
Phoenix Financial bought 72,702 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $52.7M.
State Street SPDR S&P 500 ETF Trust made up 0.84% of Phoenix Financial's portfolio in Q2 2026, its #34 holding.
Phoenix Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 28 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.