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

Seamount 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	$1.79M	Buy	2,395 +141	+6%	+$102K	0.72%	36
2026 Q1	$1.47M	Buy	2,254 +39	+2%	+$26.5K	0.66%	39
2025 Q4	$1.51M	Buy	2,215 +333	+18%	+$225K	0.69%	36
2025 Q3	$1.25M	Buy	1,882 +31	+2%	+$19.9K	0.59%	41
2025 Q2	$1.14M	Buy	1,851 +502	+37%	+$287K	0.59%	43
2025 Q1	$754K	Buy	1,349 +36	+3%	+$21.2K	0.51%	50
2024 Q4	$770K	Buy	1,313 +365	+39%	+$215K	0.53%	47
2024 Q3	$544K	Buy	948 +66	+7%	+$36.5K	0.41%	58
2024 Q2	$480K	Buy	882 +106	+14%	+$55.5K	0.39%	61
2024 Q1	$406K	Buy	776 +70	+10%	+$34.9K	0.36%	65
2023 Q4	$336K	Buy	+706	New	+$314K	0.32%	65

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

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

Seamount Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.3% in Q2 2026, buying an estimated $102K and bringing the position to 2,395 shares worth $1.79M. The position accounts for 0.72% of the portfolio, ranked #36.

Seamount Financial Group first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Seamount Financial Group held 2,395 shares of State Street SPDR S&P 500 ETF Trust worth $1.79M as of Q2 2026.
Seamount Financial Group bought 141 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $102K.
State Street SPDR S&P 500 ETF Trust made up 0.72% of Seamount Financial Group's portfolio in Q2 2026, its #36 holding.
Seamount Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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