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

Slagle Financial’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 		$840K Buy
1,125
+20
+2% +$14.5K 0.25% 72
2026
Q1 		$719K Sell
1,105
-189
-15% -$129K 0.24% 75
2025
Q4 		$882K Buy
1,294
+239
+23% +$162K 0.31% 71
2025
Q3 		$703K Buy
1,055
+18
+2% +$11.5K 0.26% 71
2025
Q2 		$641K Buy
1,037
+28
+3% +$16K 0.26% 74
2025
Q1 		$565K Buy
1,009
+61
+6% +$35.9K 0.25% 67
2024
Q4 		$555K Buy
948
+2
+0.2% +$1.18K 0.25% 68
2024
Q3 		$543K Sell
946
-39
-4% -$21.6K 0.24% 70
2024
Q2 		$536K Buy
985
+15
+2% +$7.85K 0.27% 69
2024
Q1 		$507K Sell
970
-746
-43% -$371K 0.28% 70
2023
Q4 		$409K Buy
1,716
+859
+100% +$383K 0.23% 72
2023
Q3 		$366K Sell
857
-8
-0.9% -$3.56K 0.22% 77
2023
Q2 		$383K Buy
+865
New +$363K 0.24% 75

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Slagle Financial's SPY Position: Q2 2026 in Review

Slagle Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q2 2026, buying an estimated $14.5K and bringing the position to 1,125 shares worth $840K. The position accounts for 0.25% of the portfolio, ranked #72.

Slagle Financial first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. The position peaked at $882K in Q4 2025. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Slagle Financial held 1,125 shares of State Street SPDR S&P 500 ETF Trust worth $840K as of Q2 2026.
  • Slagle Financial bought 20 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $14.5K.
  • State Street SPDR S&P 500 ETF Trust made up 0.25% of Slagle Financial's portfolio in Q2 2026, its #72 holding.
  • Slagle Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 13 quarters since.
  • Slagle Financial's State Street SPDR S&P 500 ETF Trust position peaked at $882K in Q4 2025.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.