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
2026 Q2	$1.98M	Buy	+2,656	New	+$1.93M	0.51%	48
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 $1.81T 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

SS&H Financial Advisors's SPY Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 2,656 shares worth $1.98M. The stake represents 0.51% of the portfolio and ranks #48 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in SPY as recently as Q4 2025.

SS&H Financial Advisors first reported a position in SPY in Q1 2022 and has held it in 16 quarters since. 4,660 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

SS&H Financial Advisors held 2,656 shares of State Street SPDR S&P 500 ETF Trust worth $1.98M as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new SS&H Financial Advisors position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.51% of SS&H Financial Advisors's portfolio in Q2 2026, its #48 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 16 quarters since.
4,660 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.