Second Half Financial Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Second Half Financial Partners’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	$12.3M	Sell	16,496 -1,470	-8%	-$1.07M	5.05%	7
2026 Q1	$11.7M	Buy	17,966 +288	+2%	+$196K	5.26%	7
2025 Q4	$12.1M	Sell	17,678 -276	-2%	-$187K	5.35%	7
2025 Q3	$12M	Sell	17,954 -635	-3%	-$407K	5.27%	7
2025 Q2	$11.5M	Buy	18,589 +8,495	+84%	+$4.86M	5.41%	7
2025 Q1	$5.65M	Buy	10,094 +2,694	+36%	+$1.58M	2.8%	8
2024 Q4	$4.34M	Buy	7,400 +284	+4%	+$167K	2.12%	10
2024 Q3	$4.08M	Sell	7,116 -4,882	-41%	-$2.7M	2.16%	11
2024 Q2	$6.53M	Buy	11,998 +1,096	+10%	+$574K	5.23%	7
2024 Q1	$5.7M	Buy	10,902 +2,188	+25%	+$1.09M	2.54%	17
2023 Q4	$4.14M	Sell	8,714 -137	-2%	-$61K	2.04%	12
2023 Q3	$3.78M	Sell	8,851 -1,622	-15%	-$721K	1.88%	12
2023 Q2	$4.64M	Buy	10,473 +1,067	+11%	+$448K	1.06%	22
2023 Q1	$3.85M	Sell	9,406 -3,195	-25%	-$1.27M	2.28%	11
2022 Q4	$5.12M	Buy	12,601 +3,369	+36%	+$1.29M	3.34%	9
2022 Q3	$3.3M	Sell	9,232 -1,531	-14%	-$608K	4.1%	8
2022 Q2	$4.27M	Hold	10,763	–	–	3.28%	4
2022 Q1	$4.27M	Buy	+10,763	New	+$4.79M	3.28%	4

Other funds holding SPY

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Second Half Financial Partners's SPY Position: Q2 2026 in Review

Second Half Financial Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.2% in Q2 2026, selling an estimated $1.07M and leaving 16,496 shares worth $12.3M. The position accounts for 5.05% of the portfolio, ranked #7.

Second Half Financial Partners first reported a position in SPY in Q1 2022 and has held it in 18 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Second Half Financial Partners held 16,496 shares of State Street SPDR S&P 500 ETF Trust worth $12.3M as of Q2 2026.
Second Half Financial Partners sold 1,470 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.07M.
State Street SPDR S&P 500 ETF Trust made up 5.05% of Second Half Financial Partners's portfolio in Q2 2026, its #7 holding.
Second Half Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 18 quarters since.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.