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

Stanich 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	$360K	Sell	482 -817	-63%	-$592K	0.23%	32
2026 Q1	$845K	Buy	1,299 +1	+0.1%	+$680	0.64%	18
2025 Q4	$885K	Hold	1,298	–	–	0.67%	18
2025 Q3	$865K	Buy	1,298 +26	+2%	+$16.7K	0.53%	24
2025 Q2	$795K	Buy	1,272 +2	+0.2%	+$1.14K	0.71%	17
2025 Q1	$711K	Hold	1,270	–	–	0.53%	25
2024 Q4	$744K	Buy	+1,270	New	+$748K	0.56%	25

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

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

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

MRC

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Stanich Group's SPY Position: Q2 2026 in Review

Stanich Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 63% in Q2 2026, selling an estimated $592K and leaving 482 shares worth $360K. The position accounts for 0.23% of the portfolio, ranked #32.

Stanich Group first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $885K in Q4 2025. 1,102 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Stanich Group held 482 shares of State Street SPDR S&P 500 ETF Trust worth $360K as of Q2 2026.
Stanich Group sold 817 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $592K.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Stanich Group's portfolio in Q2 2026, its #32 holding.
Stanich 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.
Stanich Group's State Street SPDR S&P 500 ETF Trust position peaked at $885K in Q4 2025.
1,102 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Stanich Group's 13F filing for Q2 2026, filed 16 Jul 2026.