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

SWP Financial’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 		– Sell
-418
Closed -$272K – 79
2026
Q1 		$272K Buy
+418
New +$284K 0.14% 61

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FTF
Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

SWP Financial's SPY Position: Q2 2026 in Review

SWP Financial sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 418 shares — an estimated $272K sold.

SWP Financial first reported a position in SPY in Q1 2026 and held it in 1 quarter. The position peaked at $272K in Q1 2026. 2,610 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • SWP Financial reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • SWP Financial sold 418 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $272K.
  • SWP Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and held it in 1 quarter.
  • SWP Financial's State Street SPDR S&P 500 ETF Trust position peaked at $272K in Q1 2026.
  • 2,610 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.