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

Snider Financial Group’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	$641K	Buy	859 +1	+0.1%	+$725	0.16%	66
2026 Q1	$558K	Sell	858 -3,401	-80%	-$2.31M	0.17%	67
2025 Q4	$2.9M	Buy	4,259 +593	+16%	+$401K	0.77%	36
2025 Q3	$2.44M	Sell	3,666 -51	-1%	-$32.7K	0.67%	40
2025 Q2	$2.3M	Buy	3,717 +1,185	+47%	+$677K	0.66%	40
2025 Q1	$1.42M	Buy	+2,532	New	+$1.49M	0.46%	46
2024 Q4	–	Sell	-6,731	Closed	-$3.86M	–	115
2024 Q3	$3.86M	Buy	6,731 +1,383	+26%	+$765K	1.41%	25
2024 Q2	$2.91M	Buy	+5,348	New	+$2.8M	1.12%	30
2023 Q4	–	Sell	-1,596	Closed	-$682K	–	61
2023 Q3	$682K	Sell	1,596 -163	-9%	-$72.5K	0.33%	49
2023 Q2	$780K	Buy	+1,759	New	+$738K	0.37%	48
2022 Q3	–	Sell	-1,302	Closed	-$491K	–	62
2022 Q2	$491K	Buy	1,302 +707	+119%	+$290K	0.27%	41
2022 Q1	$269K	Buy	+595	New	+$265K	0.12%	54

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Snider Financial Group's SPY Position: Q2 2026 in Review

Snider Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.12% in Q2 2026, buying an estimated $725 and bringing the position to 859 shares worth $641K. The position accounts for 0.16% of the portfolio, ranked #66.

Snider Financial Group first reported a position in SPY in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.86M in Q3 2024. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Snider Financial Group held 859 shares of State Street SPDR S&P 500 ETF Trust worth $641K as of Q2 2026.
Snider Financial Group bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Snider Financial Group's portfolio in Q2 2026, its #66 holding.
Snider Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 12 quarters since.
Snider Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $3.86M in Q3 2024.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.