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
2025 Q1	–	Sell	-900	Closed	-$19K	–	191
2024 Q4	$19K	Hold	900	–	–	0.01%	178
2024 Q3	$21.7K	Hold	900	–	–	0.01%	179
2024 Q2	$51K	Hold	900	–	–	0.03%	173
2024 Q1	$43.8K	Hold	900	–	–	0.02%	190
2023 Q4	$19.9K	Buy	+900	New	+$401K	0.01%	498
2023 Q3	–	Sell	-1,000	Closed	-$42.6K	–	520
2023 Q2	$42.6K	Hold	1,000	–	–	0.03%	355
2023 Q1	$26.7K	Hold	1,000	–	–	0.02%	435
2022 Q4	$25.7K	Sell	1,000 -800	-44%	-$307K	0.01%	571
2022 Q3	$3K	Buy	+1,800	New	+$715K	﹤0.01%	203

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

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

Resurgent Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 22% in Q2 2026, selling an estimated $1.24M and leaving 6,137 shares worth $4.58M. The position accounts for 1.27% of the portfolio, ranked #14.

Resurgent Financial Advisors first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.17M in Q1 2022. 4,650 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Resurgent Financial Advisors held 6,137 shares of State Street SPDR S&P 500 ETF Trust worth $4.58M as of Q2 2026.
Resurgent Financial Advisors sold 1,709 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.24M.
State Street SPDR S&P 500 ETF Trust made up 1.27% of Resurgent Financial Advisors's portfolio in Q2 2026, its #14 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 19 quarters since.
Resurgent Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $6.17M in Q1 2022.
4,650 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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