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 Q2	–	Sell	-1,100	Closed	-$715K	–	334
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 $1.81T 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.