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

Security Financial Services’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	$4.32M	Buy	5,788 +54	+0.9%	+$39.1K	0.6%	38
2026 Q1	$3.73M	Sell	5,734 -58	-1%	-$39.4K	0.59%	42
2025 Q4	$3.95M	Sell	5,792 -183	-3%	-$124K	0.62%	41
2025 Q3	$3.98M	Sell	5,975 -182	-3%	-$117K	0.64%	40
2025 Q2	$3.8M	Sell	6,157 -39	-0.6%	-$22.3K	0.67%	38
2025 Q1	$3.47M	Sell	6,196 -36	-0.6%	-$21.2K	0.69%	37
2024 Q4	$3.65M	Sell	6,232 -69	-1%	-$40.7K	0.74%	32
2024 Q3	$3.62M	Sell	6,301 -316	-5%	-$175K	0.74%	31
2024 Q2	$3.6M	Sell	6,617 -30	-0.5%	-$15.7K	0.78%	32
2024 Q1	$3.48M	Sell	6,647 -127	-2%	-$63.2K	0.78%	32
2023 Q4	$3.22M	Sell	6,774 -93	-1%	-$41.4K	0.79%	33
2023 Q3	$2.94M	Sell	6,867 -690	-9%	-$307K	0.83%	33
2023 Q2	$3.35M	Sell	7,557 -965	-11%	-$405K	0.95%	30
2023 Q1	$3.49M	Sell	8,522 -366	-4%	-$146K	1.06%	27
2022 Q4	$3.4M	Sell	8,888 -687	-7%	-$264K	1.05%	31
2022 Q3	$3.42M	Sell	9,575 -615	-6%	-$244K	1.17%	24
2022 Q2	$3.84M	Buy	10,190 +4,095	+67%	+$1.68M	1.23%	22
2022 Q1	$2.75M	Buy	6,095 +302	+5%	+$134K	0.87%	29
2021 Q4	$2.75M	Buy	+5,793	New	+$2.66M	0.92%	28

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

Security Financial Services's SPY Position: Q2 2026 in Review

Security Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.94% in Q2 2026, buying an estimated $39.1K and bringing the position to 5,788 shares worth $4.32M. The position accounts for 0.6% of the portfolio, ranked #38.

Security Financial Services first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Security Financial Services held 5,788 shares of State Street SPDR S&P 500 ETF Trust worth $4.32M as of Q2 2026.
Security Financial Services bought 54 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $39.1K.
State Street SPDR S&P 500 ETF Trust made up 0.6% of Security Financial Services's portfolio in Q2 2026, its #38 holding.
Security Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.