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

Quantum 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	$1.45M	Sell	1,945 -347	-15%	-$252K	0.14%	67
2026 Q1	$1.49M	Hold	2,292	–	–	0.17%	55
2025 Q4	$1.56M	Sell	2,292 -128	-5%	-$86.5K	0.18%	59
2025 Q3	$1.61M	Hold	2,420	–	–	0.2%	61
2025 Q2	$1.5M	Buy	2,420 +2	+0.1%	+$1.14K	0.2%	61
2025 Q1	$1.35M	Sell	2,418 -1,880	-44%	-$1.11M	0.2%	62
2024 Q4	$2.52M	Buy	4,298 +3,527	+457%	+$2.08M	0.38%	43
2024 Q3	$443K	Buy	771 +111	+17%	+$61.4K	0.07%	99
2024 Q2	$359K	Buy	+660	New	+$345K	0.06%	101

Other funds holding SPY

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

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

Quantum Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q2 2026, selling an estimated $252K and leaving 1,945 shares worth $1.45M. The position accounts for 0.14% of the portfolio, ranked #67.

Quantum Financial Advisors first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.52M in Q4 2024. 1,328 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Quantum Financial Advisors held 1,945 shares of State Street SPDR S&P 500 ETF Trust worth $1.45M as of Q2 2026.
Quantum Financial Advisors sold 347 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $252K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Quantum Financial Advisors's portfolio in Q2 2026, its #67 holding.
Quantum Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
Quantum Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.52M in Q4 2024.
1,328 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.