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

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

Sunburst Financial Group's SPY Position: Q2 2026 in Review

Sunburst Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q2 2026, selling an estimated $3.63K and leaving 449 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #101.

Sunburst Financial Group first reported a position in SPY in Q1 2024 and has held it in 8 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sunburst Financial Group held 449 shares of State Street SPDR S&P 500 ETF Trust worth $336K as of Q2 2026.
Sunburst Financial Group sold 5 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.63K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Sunburst Financial Group's portfolio in Q2 2026, its #101 holding.
Sunburst Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 8 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.