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	$715K	Buy	+1,100	New	+$748K	0.26%	95
2025 Q1	–	Sell	-900	Closed	-$39.8K	–	192
2024 Q4	$39.8K	Hold	900	–	–	0.02%	177
2024 Q3	$18.5K	Sell	900 -500	-36%	-$276K	0.01%	180
2024 Q2	$21K	Sell	1,400 -4,500	-76%	-$2.36M	0.01%	174
2024 Q1	$25.7K	Buy	5,900 +400	+7%	+$199K	0.01%	192
2023 Q4	$86.2K	Buy	5,500 +2,600	+90%	+$1.16M	0.05%	262
2023 Q3	$174K	Sell	2,900 -500	-15%	-$222K	0.12%	162
2023 Q2	$160K	Sell	3,400 -1,900	-36%	-$797K	0.11%	171
2023 Q1	$433K	Sell	5,300 -500	-9%	-$199K	0.29%	85
2022 Q4	$619K	Sell	5,800 -700	-11%	-$269K	0.33%	73
2022 Q3	$897K	Buy	6,500 +1,700	+35%	+$675K	0.6%	45
2022 Q2	$627K	Hold	4,800	–	–	0.4%	74
2022 Q1	$334K	Buy	+4,800	New	+$2.14M	0.21%	118

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.