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

Strategic Financial Partners’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 Q1	$397K	Hold	611	–	–	0.17%	57
2025 Q4	$417K	Hold	611	–	–	0.18%	58
2025 Q3	$407K	Hold	611	–	–	0.19%	58
2025 Q2	$378K	Buy	611 +39	+7%	+$22.3K	0.18%	57
2025 Q1	$320K	Hold	572	–	–	0.17%	57
2024 Q4	$335K	Hold	572	–	–	0.17%	55
2024 Q3	$328K	Hold	572	–	–	0.17%	56
2024 Q2	$311K	Buy	572 +125	+28%	+$65.4K	0.17%	54
2024 Q1	$234K	Sell	447 -34	-7%	-$16.9K	0.13%	68
2023 Q4	$229K	Hold	481	–	–	0.13%	63
2023 Q3	$206K	Hold	481	–	–	0.12%	68
2023 Q2	$213K	Buy	+481	New	+$202K	0.12%	67

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

Jane Street New York $777B AUM 61.18% 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

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

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

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

Strategic Financial Partners's SPY Position: Q1 2026 in Review

Strategic Financial Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 611 shares worth $397K. The position accounts for 0.17% of the portfolio, ranked #57.

Strategic Financial Partners first reported a position in SPY in Q2 2023 and has held it in 12 quarters since. The position peaked at $417K in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Strategic Financial Partners held 611 shares of State Street SPDR S&P 500 ETF Trust worth $397K as of Q1 2026.
Strategic Financial Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.17% of Strategic Financial Partners's portfolio in Q1 2026, its #57 holding.
Strategic Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 12 quarters since.
Strategic Financial Partners's State Street SPDR S&P 500 ETF Trust position peaked at $417K in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.