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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.9M	Sell	3,879 -42	-1%	-$30.4K	0.89%	26
2026 Q1	$2.55M	Buy	3,921 +1	+0%	+$680	0.94%	26
2025 Q4	$2.67M	Buy	3,920 +89	+2%	+$60.2K	1.04%	21
2025 Q3	$2.55M	Sell	3,831 -5	-0.1%	-$3.21K	1%	25
2025 Q2	$2.37M	Buy	3,836 +897	+31%	+$513K	1.04%	24
2025 Q1	$1.64M	Hold	2,939	–	–	0.86%	31
2024 Q4	$1.72M	Buy	2,939 +66	+2%	+$38.9K	0.86%	31
2024 Q3	$1.65M	Buy	2,873 +1	+0%	+$553	0.85%	34
2024 Q2	$1.56M	Buy	2,872 +1	+0%	+$523	0.79%	31
2024 Q1	$1.5M	Buy	2,871 +1	+0%	+$498	0.78%	33
2023 Q4	$1.36M	Buy	2,870 +30	+1%	+$13.4K	0.91%	31
2023 Q3	$1.21M	Sell	2,840 -10	-0.4%	-$4.45K	0.89%	28
2023 Q2	$1.26M	Buy	2,850 +2	+0.1%	+$839	0.9%	29
2023 Q1	$1.17M	Buy	2,848 +1	+0%	+$399	0.92%	29
2022 Q4	$1.09M	Buy	+2,847	New	+$1.09M	0.69%	38

Other funds holding SPY

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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

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

Register Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q2 2026, selling an estimated $30.4K and leaving 3,879 shares worth $2.9M. The position accounts for 0.89% of the portfolio, ranked #26.

Register Financial Advisors first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Register Financial Advisors held 3,879 shares of State Street SPDR S&P 500 ETF Trust worth $2.9M as of Q2 2026.
Register Financial Advisors sold 42 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $30.4K.
State Street SPDR S&P 500 ETF Trust made up 0.89% of Register Financial Advisors's portfolio in Q2 2026, its #26 holding.
Register 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.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.