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

Security National Bank’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	$892K	Buy	1,195 +66	+6%	+$47.9K	0.11%	94
2026 Q1	$734K	Hold	1,129	–	–	0.11%	90
2025 Q4	$770K	Buy	1,129 +85	+8%	+$57.5K	0.11%	85
2025 Q3	$695K	Hold	1,044	–	–	0.11%	83
2025 Q2	$645K	Hold	1,044	–	–	0.11%	81
2025 Q1	$584K	Hold	1,044	–	–	0.11%	82
2024 Q4	$612K	Sell	1,044 -63	-6%	-$37.1K	0.09%	75
2024 Q3	$635K	Buy	1,107 +63	+6%	+$34.8K	0.09%	75
2024 Q2	$568K	Hold	1,044	–	–	0.08%	75
2024 Q1	$546K	Hold	1,044	–	–	0.08%	75
2023 Q4	$496K	Hold	1,044	–	–	0.11%	80
2023 Q3	$447K	Hold	1,044	–	–	0.13%	75
2023 Q2	$463K	Hold	1,044	–	–	0.12%	73
2023 Q1	$427K	Sell	1,044 -270	-21%	-$108K	0.11%	73
2022 Q4	$503K	Hold	1,314	–	–	0.14%	69
2022 Q3	$469K	Sell	1,314 -690	-34%	-$274K	0.13%	68
2022 Q2	$756K	Hold	2,004	–	–	0.21%	58
2022 Q1	$905K	Sell	2,004 -250	-11%	-$111K	0.21%	57
2021 Q4	$1.07M	Buy	2,254 +365	+19%	+$168K	0.24%	54
2021 Q3	$811K	Hold	1,889	–	–	0.2%	56
2021 Q2	$809K	Buy	1,889 +120	+7%	+$50.1K	0.21%	54
2021 Q1	$701K	Buy	1,769 +646	+58%	+$249K	0.21%	57
2020 Q4	$420K	Hold	1,123	–	–	0.13%	60
2020 Q3	$376K	Hold	1,123	–	–	0.13%	58
2020 Q2	$346K	Hold	1,123	–	–	0.14%	57
2020 Q1	$289K	Hold	1,123	–	–	0.15%	58
2019 Q4	$361K	Hold	1,123	–	–	0.16%	62
2019 Q3	$333K	Hold	1,123	–	–	0.16%	61
2019 Q2	$329K	Buy	1,123 +333	+42%	+$95.9K	0.16%	61
2019 Q1	$223K	Buy	+790	New	+$215K	0.12%	70

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 National Bank's SPY Position: Q2 2026 in Review

Security National Bank increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.8% in Q2 2026, buying an estimated $47.9K and bringing the position to 1,195 shares worth $892K. The position accounts for 0.11% of the portfolio, ranked #94.

Security National Bank first reported a position in SPY in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.07M in Q4 2021. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Security National Bank held 1,195 shares of State Street SPDR S&P 500 ETF Trust worth $892K as of Q2 2026.
Security National Bank bought 66 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $47.9K.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Security National Bank's portfolio in Q2 2026, its #94 holding.
Security National Bank first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 30 quarters since.
Security National Bank's State Street SPDR S&P 500 ETF Trust position peaked at $1.07M in Q4 2021.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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