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 Q2	$611K	Buy	818 +207	+34%	+$150K	0.23%	52
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 $1.81T 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

Strategic Financial Partners's SPY Position: Q2 2026 in Review

Strategic Financial Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 34% in Q2 2026, buying an estimated $150K and bringing the position to 818 shares worth $611K. The position accounts for 0.23% of the portfolio, ranked #52.

Strategic Financial Partners first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Strategic Financial Partners held 818 shares of State Street SPDR S&P 500 ETF Trust worth $611K as of Q2 2026.
Strategic Financial Partners bought 207 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $150K.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Strategic Financial Partners's portfolio in Q2 2026, its #52 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 13 quarters since.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.