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

SageGuard 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	$708K	Sell	948 -353	-27%	-$256K	0.1%	122
2026 Q1	$846K	Sell	1,301 -7	-0.5%	-$4.76K	0.13%	102
2025 Q4	$892K	Buy	+1,308	New	+$884K	0.14%	92
2021 Q3	–	Sell	-546	Closed	-$234K	–	106
2021 Q2	$234K	Sell	546 -171	-24%	-$71.4K	0.11%	117
2021 Q1	$285K	Sell	717 -1	-0.1%	-$386	0.13%	106
2020 Q4	$270K	Buy	+718	New	+$255K	0.13%	100

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SageGuard Financial Group's SPY Position: Q2 2026 in Review

SageGuard Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 27% in Q2 2026, selling an estimated $256K and leaving 948 shares worth $708K. The position accounts for 0.1% of the portfolio, ranked #122.

SageGuard Financial Group first reported a position in SPY in Q4 2020 and has held it in 6 quarters since. The position peaked at $892K in Q4 2025. 3,200 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

SageGuard Financial Group held 948 shares of State Street SPDR S&P 500 ETF Trust worth $708K as of Q2 2026.
SageGuard Financial Group sold 353 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $256K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of SageGuard Financial Group's portfolio in Q2 2026, its #122 holding.
SageGuard Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $892K in Q4 2025.
3,200 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.