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

SFMG Wealth 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	$10.7M	Buy	14,300 +300	+2%	+$218K	0.64%	23
2026 Q1	$9.1M	Hold	14,000	–	–	0.62%	22
2025 Q4	$407K	Buy	+14,000	New	+$9.46M	0.03%	209
2022 Q1	–	Sell	-2,300	Closed	-$992K	–	323
2021 Q4	$992K	Buy	+2,300	New	+$1.06M	0.1%	98

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

SFMG Wealth Advisors's SPY Position: Q2 2026 in Review

SFMG Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.2% in Q2 2026, buying an estimated $1.23M and bringing the position to 22,501 shares worth $16.8M. The position accounts for 1.01% of the portfolio, ranked #19.

SFMG Wealth Advisors first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. The position peaked at $91M in Q1 2015. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

SFMG Wealth Advisors held 22,501 shares of State Street SPDR S&P 500 ETF Trust worth $16.8M as of Q2 2026.
SFMG Wealth Advisors bought 1,703 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.23M.
State Street SPDR S&P 500 ETF Trust made up 1.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #19 holding.
SFMG Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
SFMG Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $91M in Q1 2015.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.