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

Sunburst 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
2026 Q2	$336K	Sell	449 -5	-1%	-$3.63K	0.05%	101
2026 Q1	$295K	Hold	454	–	–	0.05%	102
2025 Q4	$310K	Buy	454 +13	+3%	+$8.79K	0.06%	96
2025 Q3	$294K	Buy	441 +1	+0.2%	+$641	0.06%	99
2025 Q2	$272K	Buy	+440	New	+$252K	0.06%	100
2024 Q4	–	Sell	-532	Closed	-$305K	–	116
2024 Q3	$305K	Sell	532 -28	-5%	-$15.5K	0.08%	92
2024 Q2	$305K	Buy	560 +176	+46%	+$92.1K	0.08%	86
2024 Q1	$200K	Buy	+384	New	+$191K	0.06%	106

Other funds holding SPY

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return