Security National Bank of So Dak’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Security National Bank of So Dak’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
2025 Q2	–	Sell	-465	Closed	-$260K	–	115
2025 Q1	$260K	Hold	465	–	–	0.15%	97
2024 Q4	$273K	Buy	+465	New	+$274K	0.15%	93
2022 Q4	$279K	Buy	+730	New	+$281K	0.2%	86
2022 Q2	–	Sell	-463	Closed	-$209K	–	103
2022 Q1	$209K	Hold	463	–	–	0.15%	96
2021 Q4	$220K	Buy	+463	New	+$213K	0.15%	99
2021 Q3	–	Sell	-530	Closed	-$227K	–	113
2021 Q2	$227K	Sell	530 -165	-24%	-$68.9K	0.17%	89
2021 Q1	$275K	Buy	+695	New	+$268K	0.23%	79
2019 Q1	–	Sell	-2,100	Closed	-$525K	–	84
2018 Q4	$525K	Hold	2,100	–	–	0.68%	55
2018 Q3	$611K	Hold	2,100	–	–	0.71%	55
2018 Q2	$570K	Hold	2,100	–	–	0.66%	61
2018 Q1	$553K	Hold	2,100	–	–	0.63%	63
2017 Q4	$560K	Hold	2,100	–	–	0.61%	62
2017 Q3	$528K	Hold	2,100	–	–	0.61%	63
2017 Q2	$508K	Hold	2,100	–	–	0.59%	66
2017 Q1	$495K	Sell	2,100 -350	-14%	-$81.3K	0.59%	67
2016 Q4	$548K	Buy	+2,450	New	+$535K	0.67%	60
2016 Q1	–	Sell	-3,624	Closed	-$739K	–	73
2015 Q4	$739K	Buy	+3,624	New	+$744K	1.04%	46
2015 Q1	–	Sell	-8,593	Closed	-$1.77M	–	71
2014 Q4	$1.77M	Buy	8,593 +6,395	+291%	+$1.29M	2.62%	4
2014 Q3	$433K	Hold	2,198	–	–	0.71%	56
2014 Q2	$430K	Hold	2,198	–	–	0.71%	57
2014 Q1	$411K	Hold	2,198	–	–	0.69%	58
2013 Q4	$406K	Hold	2,198	–	–	0.68%	57
2013 Q3	$369K	Sell	2,198 -250	-10%	-$41.9K	0.68%	57
2013 Q2	$393K	Buy	+2,448	New	+$394K	0.67%	62

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Security National Bank of So Dak's SPY Position: Q2 2025 in Review

Security National Bank of So Dak sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025, closing a stake of 465 shares — an estimated $260K sold.

Security National Bank of So Dak first reported a position in SPY in Q2 2013 and held it in 24 quarters. The position peaked at $1.77M in Q4 2014. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Security National Bank of So Dak reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2025 after selling out during the quarter.
Security National Bank of So Dak sold 465 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $260K.
Security National Bank of So Dak first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and held it in 24 quarters.
Security National Bank of So Dak's State Street SPDR S&P 500 ETF Trust position peaked at $1.77M in Q4 2014.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Security National Bank of So Dak's 13F filing for Q2 2025, filed 15 Aug 2025.