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

Plotkin 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	$8.12M	Buy	10,876 +48	+0.4%	+$34.8K	3.37%	10
2026 Q1	$7.04M	Buy	10,828 +744	+7%	+$506K	3.54%	10
2025 Q4	$6.88M	Buy	10,084 +289	+3%	+$195K	3.35%	9
2025 Q3	$6.53M	Buy	9,795 +656	+7%	+$421K	3.23%	10
2025 Q2	$5.65M	Buy	9,139 +462	+5%	+$264K	3.12%	11
2025 Q1	$4.85M	Buy	8,677 +484	+6%	+$284K	2.98%	11
2024 Q4	$4.8M	Buy	8,193 +596	+8%	+$351K	2.85%	11
2024 Q3	$4.36M	Buy	7,597 +854	+13%	+$472K	2.61%	12
2024 Q2	$3.67M	Buy	6,743 +884	+15%	+$463K	2.36%	13
2024 Q1	$3.06M	Buy	5,859 +698	+14%	+$348K	2.03%	15
2023 Q4	$2.45M	Buy	5,161 +1,034	+25%	+$461K	1.87%	19
2023 Q3	$1.76M	Buy	4,127 +832	+25%	+$370K	1.55%	21
2023 Q2	$1.46M	Buy	3,295 +216	+7%	+$90.7K	1.21%	22
2023 Q1	$1.26M	Buy	3,079 +68	+2%	+$27.1K	1.17%	22
2022 Q4	$1.15M	Sell	3,011 -476	-14%	-$183K	1.17%	22
2022 Q3	$1.25M	Buy	3,487 +869	+33%	+$345K	1.26%	21
2022 Q2	$988K	Buy	2,618 +418	+19%	+$171K	0.94%	23
2022 Q1	$994K	Sell	2,200 -240	-10%	-$107K	0.69%	26
2021 Q4	$1.16M	Sell	2,440 -757	-24%	-$348K	0.73%	27
2021 Q3	$1.37M	Buy	3,197 +100	+3%	+$44.1K	0.82%	30
2021 Q2	$1.33M	Buy	3,097 +675	+28%	+$282K	0.73%	34
2021 Q1	$960K	Sell	2,422 -994	-29%	-$383K	0.59%	34
2020 Q4	$1.28M	Buy	3,416 +102	+3%	+$36.2K	0.84%	27
2020 Q3	$1.11M	Sell	3,314 -243	-7%	-$80.5K	1.22%	23
2020 Q2	$1.1M	Buy	3,557 +332	+10%	+$97.2K	0.93%	24
2020 Q1	$831K	Sell	3,225 -255	-7%	-$77.8K	1.01%	24
2019 Q4	$1.12M	Buy	+3,480	New	+$1.07M	1.04%	25

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

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

Plotkin Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.44% in Q2 2026, buying an estimated $34.8K and bringing the position to 10,876 shares worth $8.12M. The position accounts for 3.37% of the portfolio, ranked #10.

Plotkin Financial Advisors first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Plotkin Financial Advisors held 10,876 shares of State Street SPDR S&P 500 ETF Trust worth $8.12M as of Q2 2026.
Plotkin Financial Advisors bought 48 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $34.8K.
State Street SPDR S&P 500 ETF Trust made up 3.37% of Plotkin Financial Advisors's portfolio in Q2 2026, its #10 holding.
Plotkin Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.