Savvy Advisors Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Savvy Advisors Inc’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	$23.7M	Buy	31,694 +1,460	+5%	+$1.06M	0.5%	39
2026 Q1	$19.7M	Sell	30,234 -1,533	-5%	-$1.04M	0.53%	40
2025 Q4	$21.7M	Buy	31,767 +4,951	+18%	+$3.35M	0.7%	29
2025 Q3	$17.9M	Buy	26,816 +1,477	+6%	+$947K	0.82%	20
2025 Q2	$15.7M	Buy	25,339 +10,135	+67%	+$5.79M	1.04%	14
2025 Q1	$8.51M	Buy	15,204 +8,423	+124%	+$4.95M	0.86%	19
2024 Q4	$3.97M	Buy	6,781 +2,550	+60%	+$1.5M	0.48%	36
2024 Q3	$2.43M	Buy	4,231 +1,098	+35%	+$607K	0.49%	38
2024 Q2	$1.71M	Buy	3,133 +1,699	+118%	+$889K	0.56%	38
2024 Q1	$750K	Buy	1,434 +675	+89%	+$336K	0.43%	55
2023 Q4	$361K	Buy	+759	New	+$338K	0.35%	86

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

Savvy Advisors Inc's SPY Position: Q2 2026 in Review

Savvy Advisors Inc increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.8% in Q2 2026, buying an estimated $1.06M and bringing the position to 31,694 shares worth $23.7M. The position accounts for 0.5% of the portfolio, ranked #39.

Savvy Advisors Inc first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Savvy Advisors Inc held 31,694 shares of State Street SPDR S&P 500 ETF Trust worth $23.7M as of Q2 2026.
Savvy Advisors Inc bought 1,460 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.06M.
State Street SPDR S&P 500 ETF Trust made up 0.5% of Savvy Advisors Inc's portfolio in Q2 2026, its #39 holding.
Savvy Advisors Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.