Stonebridge Financial Group (Pennsylvania)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$6.03M	Sell	8,073 -989	-11%	-$717K	0.46%	57
2026 Q1	$5.89M	Buy	9,062 +2,532	+39%	+$1.72M	0.48%	55
2025 Q4	$4.45M	Buy	6,530 +187	+3%	+$126K	0.38%	75
2025 Q3	$4.23M	Buy	6,343 +62	+1%	+$39.7K	0.37%	73
2025 Q2	$3.88M	Sell	6,281 -905	-13%	-$517K	0.38%	73
2025 Q1	$4.02M	Buy	7,186 +1,016	+16%	+$597K	0.43%	66
2024 Q4	$3.62M	Buy	+6,170	New	+$3.64M	0.4%	67

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SPY Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q2 2026, selling an estimated $717K and leaving 8,073 shares worth $6.03M. The position accounts for 0.46% of the portfolio, ranked #57.

Stonebridge Financial Group (Pennsylvania) first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,084 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 8,073 shares of State Street SPDR S&P 500 ETF Trust worth $6.03M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 989 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $717K.
State Street SPDR S&P 500 ETF Trust made up 0.46% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #57 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
4,084 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.