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

Seneca 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
2026 Q2	$776K	Sell	1,039 -21	-2%	-$15.2K	0.2%	36
2026 Q1	$689K	Hold	1,060	–	–	0.2%	37
2025 Q4	$723K	Buy	1,060 +7	+0.7%	+$4.73K	0.22%	38
2025 Q3	$701K	Buy	1,053 +51	+5%	+$32.7K	0.23%	38
2025 Q2	$619K	Buy	1,002 +1	+0.1%	+$572	0.24%	38
2025 Q1	$560K	Hold	1,001	–	–	0.27%	36
2024 Q4	$587K	Hold	1,001	–	–	0.29%	35
2024 Q3	$575K	Sell	1,001 -173	-15%	-$95.7K	0.28%	35
2024 Q2	$639K	Buy	1,174 +190	+19%	+$99.4K	0.33%	36
2024 Q1	$515K	Hold	984	–	–	0.27%	39
2023 Q4	$468K	Hold	984	–	–	0.27%	39
2023 Q3	$421K	Hold	984	–	–	0.29%	39
2023 Q2	$436K	Hold	984	–	–	0.29%	37
2023 Q1	$403K	Hold	984	–	–	0.26%	38
2022 Q4	$376K	Buy	+984	New	+$378K	0.24%	35

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

Seneca Financial Advisors's SPY Position: Q2 2026 in Review

Seneca Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q2 2026, selling an estimated $15.2K and leaving 1,039 shares worth $776K. The position accounts for 0.2% of the portfolio, ranked #36.

Seneca Financial Advisors first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Seneca Financial Advisors held 1,039 shares of State Street SPDR S&P 500 ETF Trust worth $776K as of Q2 2026.
Seneca Financial Advisors sold 21 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $15.2K.
State Street SPDR S&P 500 ETF Trust made up 0.2% of Seneca Financial Advisors's portfolio in Q2 2026, its #36 holding.
Seneca Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 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 Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.