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

Semmax Financial Advisors’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	$623K	Buy	+978	New	+$559K	0.16%	111
2024 Q2	–	Sell	-1	Closed	-$261	–	448
2024 Q1	$261	Sell	1 -36	-97%	-$17.9K	﹤0.01%	378
2023 Q4	$18K	Buy	37 +36	+3,600%	+$16K	0.01%	186
2023 Q3	$221	Buy	+1	New	+$445	﹤0.01%	347
2021 Q2	–	Sell	-98	Closed	-$39K	–	285
2021 Q1	$39K	Buy	98 +94	+2,350%	+$36.3K	0.01%	135
2020 Q4	$1K	Sell	4 -15	-79%	-$5.32K	﹤0.01%	233
2020 Q3	$6K	Hold	19	–	–	﹤0.01%	167
2020 Q2	$6K	Hold	19	–	–	﹤0.01%	181
2020 Q1	$5K	Sell	19 -68	-78%	-$20.7K	﹤0.01%	186
2019 Q4	$28K	Buy	87 +46	+112%	+$14.2K	0.02%	132
2019 Q3	$12K	Sell	41 -25	-38%	-$7.39K	0.01%	166
2019 Q2	$19K	Sell	66 -775	-92%	-$223K	0.01%	151
2019 Q1	$238K	Sell	841 -998	-54%	-$271K	0.16%	117
2018 Q4	$460K	Buy	+1,839	New	+$496K	0.36%	65

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

Semmax Financial Advisors's SPY Position: Q2 2025 in Review

Semmax Financial Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025: 978 shares worth $623K. The stake represents 0.16% of the portfolio and ranks #111 among its holdings. This is a return to the name: Semmax Financial Advisors previously reported a position in SPY as recently as Q1 2024.

Semmax Financial Advisors first reported a position in SPY in Q4 2018 and has held it in 14 quarters since. 4,227 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Semmax Financial Advisors held 978 shares of State Street SPDR S&P 500 ETF Trust worth $623K as of Q2 2025.
State Street SPDR S&P 500 ETF Trust was a new Semmax Financial Advisors position in Q2 2025.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Semmax Financial Advisors's portfolio in Q2 2025, its #111 holding.
Semmax Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 14 quarters since.
4,227 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.