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

SS&H Financial 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
2025 Q4	$1.81M	Hold	2,656	–	–	0.53%	50
2025 Q3	$1.77M	Hold	2,656	–	–	0.54%	46
2025 Q2	$1.64M	Hold	2,656	–	–	0.55%	47
2025 Q1	$1.49M	Hold	2,656	–	–	0.55%	50
2024 Q4	$1.56M	Buy	2,656 +8	+0.3%	+$4.71K	0.57%	46
2024 Q3	$1.52M	Buy	2,648 +8	+0.3%	+$4.42K	0.55%	46
2024 Q2	$1.44M	Hold	2,640	–	–	0.56%	46
2024 Q1	$1.38M	Hold	2,640	–	–	0.57%	48
2023 Q4	$1.25M	Hold	2,640	–	–	0.53%	49
2023 Q3	$1.13M	Buy	+2,640	New	+$1.17M	0.53%	50
2023 Q1	$1.06M	Hold	2,591	–	–	0.49%	53
2022 Q4	$991K	Hold	2,591	–	–	0.47%	61
2022 Q3	$925K	Hold	2,591	–	–	0.48%	61
2022 Q2	$977K	Hold	2,591	–	–	0.45%	64
2022 Q1	$1.17M	Buy	+2,591	New	+$1.15M	0.46%	58

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SS&H Financial Advisors's SPY Position: Q4 2025 in Review

SS&H Financial Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2025 at 2,656 shares worth $1.81M. The position accounts for 0.53% of the portfolio, ranked #50.

SS&H Financial Advisors first reported a position in SPY in Q1 2022 and has held it in 15 quarters since. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

SS&H Financial Advisors held 2,656 shares of State Street SPDR S&P 500 ETF Trust worth $1.81M as of Q4 2025.
SS&H Financial Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2025.
State Street SPDR S&P 500 ETF Trust made up 0.53% of SS&H Financial Advisors's portfolio in Q4 2025, its #50 holding.
SS&H Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 15 quarters since.
4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.