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

S Harris Financial Group’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	$1.03M	Buy	1,385 +3	+0.2%	+$2.17K	0.8%	20
2026 Q1	$899K	Buy	1,382 +10	+0.7%	+$6.8K	0.82%	20
2025 Q4	$936K	Buy	+1,372	New	+$927K	0.9%	19

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

S Harris Financial Group's SPY Position: Q2 2026 in Review

S Harris Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.22% in Q2 2026, buying an estimated $2.17K and bringing the position to 1,385 shares worth $1.03M. The position accounts for 0.8% of the portfolio, ranked #20.

S Harris Financial Group first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

S Harris Financial Group held 1,385 shares of State Street SPDR S&P 500 ETF Trust worth $1.03M as of Q2 2026.
S Harris Financial Group bought 3 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.17K.
State Street SPDR S&P 500 ETF Trust made up 0.8% of S Harris Financial Group's portfolio in Q2 2026, its #20 holding.
S Harris Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.