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

Sound Financial Strategies 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	$264K	Sell	354 -20	-5%	-$14.5K	0.17%	99
2026 Q1	$243K	Sell	374 -1,058	-74%	-$719K	0.17%	101
2025 Q4	$977K	Sell	1,432 -18	-1%	-$12.2K	0.69%	32
2025 Q3	$966K	Buy	1,450 +97	+7%	+$62.2K	0.71%	32
2025 Q2	$836K	Buy	1,353 +24	+2%	+$13.7K	0.71%	31
2025 Q1	$743K	Buy	1,329 +526	+66%	+$309K	0.66%	52
2024 Q4	$471K	Buy	+803	New	+$473K	0.39%	73

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

Sound Financial Strategies Group's SPY Position: Q2 2026 in Review

Sound Financial Strategies Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.3% in Q2 2026, selling an estimated $14.5K and leaving 354 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #99.

Sound Financial Strategies Group first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $977K in Q4 2025. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sound Financial Strategies Group held 354 shares of State Street SPDR S&P 500 ETF Trust worth $264K as of Q2 2026.
Sound Financial Strategies Group sold 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 0.17% of Sound Financial Strategies Group's portfolio in Q2 2026, its #99 holding.
Sound Financial Strategies Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Sound Financial Strategies Group's State Street SPDR S&P 500 ETF Trust position peaked at $977K in Q4 2025.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.