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

Poinciana Advisors Group’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	$1.27M	Hold	1,697	–	–	0.94%	22
2026 Q1	$1.1M	Hold	1,697	–	–	0.87%	22
2025 Q4	$1.16M	Buy	1,697 +95	+6%	+$64.2K	0.91%	22
2025 Q3	$1.07M	Hold	1,602	–	–	0.9%	23
2025 Q2	$990K	Buy	1,602 +19	+1%	+$10.9K	0.89%	23
2025 Q1	$886K	Hold	1,583	–	–	0.92%	21
2024 Q4	$928K	Buy	+1,583	New	+$933K	0.94%	22

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

Poinciana Advisors Group's SPY Position: Q2 2026 in Review

Poinciana Advisors Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,697 shares worth $1.27M. The position accounts for 0.94% of the portfolio, ranked #22.

Poinciana Advisors Group first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Poinciana Advisors Group held 1,697 shares of State Street SPDR S&P 500 ETF Trust worth $1.27M as of Q2 2026.
Poinciana Advisors Group 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 0.94% of Poinciana Advisors Group's portfolio in Q2 2026, its #22 holding.
Poinciana Advisors Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.