SC&H Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

SC&H 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	$4.65M	Buy	6,226 +38	+0.6%	+$27.6K	0.62%	25
2026 Q1	$4.02M	Buy	6,188 +3	+0%	+$2.04K	0.61%	25
2025 Q4	$4.22M	Buy	6,185 +452	+8%	+$306K	0.65%	23
2025 Q3	$3.82M	Sell	5,733 -53	-0.9%	-$34K	0.62%	24
2025 Q2	$3.57M	Sell	5,786 -680	-11%	-$389K	0.61%	25
2025 Q1	$3.62M	Sell	6,466 -31	-0.5%	-$18.2K	0.71%	23
2024 Q4	$3.81M	Sell	6,497 -269	-4%	-$158K	0.79%	22
2024 Q3	$3.88M	Buy	6,766 +2	+0%	+$1.11K	0.85%	21
2024 Q2	$3.68M	Sell	6,764 -190	-3%	-$99.4K	0.9%	20
2024 Q1	$3.64M	Buy	6,954 +398	+6%	+$198K	0.95%	20
2023 Q4	$3.12M	Buy	6,556 +1	+0%	+$445	0.9%	20
2023 Q3	$2.8M	Buy	6,555 +1	+0%	+$445	0.93%	19
2023 Q2	$2.91M	Buy	6,554 +2	+0%	+$839	0.96%	18
2023 Q1	$2.68M	Sell	6,552 -379	-5%	-$151K	0.98%	17
2022 Q4	$2.65M	Buy	6,931 +92	+1%	+$35.4K	1.1%	18
2022 Q3	$2.44M	Sell	6,839 -158	-2%	-$62.7K	1.22%	17
2022 Q2	$2.64M	Sell	6,997 -870	-11%	-$356K	1.23%	17
2022 Q1	$3.55M	Buy	7,867 +1,157	+17%	+$515K	1.69%	16
2021 Q4	$3.19M	Buy	+6,710	New	+$3.08M	1.76%	13

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

SC&H Financial Advisors's SPY Position: Q2 2026 in Review

SC&H Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.61% in Q2 2026, buying an estimated $27.6K and bringing the position to 6,226 shares worth $4.65M. The position accounts for 0.62% of the portfolio, ranked #25.

SC&H Financial Advisors first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

SC&H Financial Advisors held 6,226 shares of State Street SPDR S&P 500 ETF Trust worth $4.65M as of Q2 2026.
SC&H Financial Advisors bought 38 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $27.6K.
State Street SPDR S&P 500 ETF Trust made up 0.62% of SC&H Financial Advisors's portfolio in Q2 2026, its #25 holding.
SC&H 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.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.