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

Sterling 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
2025 Q3	$4.27M	Hold	6,413	–	–	1.35%	14
2025 Q2	$3.96M	Buy	6,413 +85	+1%	+$48.6K	1.33%	14
2025 Q1	$3.54M	Hold	6,328	–	–	1.28%	15
2024 Q4	$3.71M	Sell	6,328 -595	-9%	-$351K	1.38%	15
2024 Q3	$3.97M	Hold	6,923	–	–	1.7%	12
2024 Q2	$3.77M	Buy	6,923 +595	+9%	+$311K	1.71%	12
2024 Q1	$3.31M	Hold	6,328	–	–	1.57%	12
2023 Q4	$3.01M	Hold	6,328	–	–	1.78%	12
2023 Q3	$2.71M	Hold	6,328	–	–	1.7%	14
2023 Q2	$2.81M	Hold	6,328	–	–	1.86%	11
2023 Q1	$2.42M	Hold	6,328	–	–	1.86%	11
2022 Q4	$2.42M	Buy	+6,328	New	+$2.43M	1.86%	11

Other funds holding SPY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Sterling Financial Group's SPY Position: Q3 2025 in Review

Sterling Financial Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2025 at 6,413 shares worth $4.27M. The position accounts for 1.35% of the portfolio, ranked #14.

Sterling Financial Group first reported a position in SPY in Q4 2022 and has held it in 12 quarters since. 4,245 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Sterling Financial Group held 6,413 shares of State Street SPDR S&P 500 ETF Trust worth $4.27M as of Q3 2025.
Sterling Financial Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2025.
State Street SPDR S&P 500 ETF Trust made up 1.35% of Sterling Financial Group's portfolio in Q3 2025, its #14 holding.
Sterling Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 12 quarters since.
4,245 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.