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

Resurgent 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 Q1	$5.1M	Buy	7,846 +2,575	+49%	+$1.75M	1.84%	6
2025 Q4	$3.59M	Sell	5,271 -1,874	-26%	-$1.27M	1.8%	10
2025 Q3	$4.76M	Sell	7,145 -98	-1%	-$62.8K	2.34%	6
2025 Q2	$4.47M	Sell	7,243 -387	-5%	-$221K	2.46%	6
2025 Q1	$4.27M	Buy	7,630 +950	+14%	+$558K	2.56%	5
2024 Q4	$3.91M	Buy	6,680 +682	+11%	+$402K	2.3%	8
2024 Q3	$3.44M	Buy	5,998 +816	+16%	+$451K	2.01%	8
2024 Q2	$2.82M	Buy	5,182 +185	+4%	+$96.8K	1.75%	11
2024 Q1	$2.61M	Buy	4,997 +1,316	+36%	+$655K	1.39%	13
2023 Q4	$1.75M	Sell	3,681 -290	-7%	-$129K	1.07%	17
2023 Q3	$1.7M	Sell	3,971 -102	-3%	-$45.4K	1.16%	16
2023 Q2	$1.81M	Sell	4,073 -4,014	-50%	-$1.68M	1.19%	17
2023 Q1	$3.31M	Sell	8,087 -3,835	-32%	-$1.53M	2.2%	4
2022 Q4	$4.56M	Sell	11,922 -293	-2%	-$113K	2.4%	3
2022 Q3	$4.36M	Sell	12,215 -3,673	-23%	-$1.46M	2.92%	4
2022 Q2	$5.99M	Buy	15,888 +2,234	+16%	+$915K	3.84%	4
2022 Q1	$6.17M	Buy	13,654 +7,558	+124%	+$3.36M	3.83%	4
2021 Q4	$2.9M	Buy	+6,096	New	+$2.8M	2.31%	6

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Resurgent Financial Advisors's SPY Position: Q1 2026 in Review

Resurgent Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 49% in Q1 2026, buying an estimated $1.75M and bringing the position to 7,846 shares worth $5.1M. The position accounts for 1.84% of the portfolio, ranked #6.

Resurgent Financial Advisors first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.17M in Q1 2022. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Resurgent Financial Advisors held 7,846 shares of State Street SPDR S&P 500 ETF Trust worth $5.1M as of Q1 2026.
Resurgent Financial Advisors bought 2,575 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.75M.
State Street SPDR S&P 500 ETF Trust made up 1.84% of Resurgent Financial Advisors's portfolio in Q1 2026, its #6 holding.
Resurgent Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Resurgent Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $6.17M in Q1 2022.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.