Sharp Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Sharp Financial Services's SPY Position: Q2 2026 in Review
Sharp Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q2 2026, buying an estimated $108K and bringing the position to 1,078 shares worth $805K. The position accounts for 0.37% of the portfolio, ranked #41.
Sharp Financial Services first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.3M in Q1 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Sharp Financial Services held 1,078 shares of State Street SPDR S&P 500 ETF Trust worth $805K as of Q2 2026.
- Sharp Financial Services bought 149 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $108K.
- State Street SPDR S&P 500 ETF Trust made up 0.37% of Sharp Financial Services's portfolio in Q2 2026, its #41 holding.
- Sharp Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
- Sharp Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $20.3M in Q1 2025.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.