SYM Financial Corp’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.21M | Buy |
3,397
+8
| +0.2% | +$5.44K | 0.22% | 31 |
|
|
2025
Q4 | $2.31M | Buy |
3,389
+168
| +5% | +$114K | 0.24% | 29 |
|
|
2025
Q3 | $2.15M | Sell |
3,221
-6
| -0.2% | -$3.85K | 0.23% | 30 |
|
|
2025
Q2 | $1.99M | Buy |
3,227
+686
| +27% | +$392K | 0.22% | 29 |
|
|
2025
Q1 | $1.42M | Sell |
2,541
-661
| -21% | -$389K | 0.18% | 35 |
|
|
2024
Q4 | $1.88M | Buy |
3,202
+744
| +30% | +$438K | 0.24% | 27 |
|
|
2024
Q3 | $1.41M | Buy |
2,458
+18
| +0.7% | +$9.95K | 0.19% | 41 |
|
|
2024
Q2 | $1.33M | Buy |
2,440
+264
| +12% | +$138K | 0.21% | 30 |
|
|
2024
Q1 | $1.14M | Sell |
2,176
-5
| -0.2% | -$2.49K | 0.19% | 29 |
|
|
2023
Q4 | $1.04M | Buy |
2,181
+115
| +6% | +$51.2K | 0.17% | 32 |
|
|
2023
Q3 | $883K | Sell |
2,066
-19
| -0.9% | -$8.45K | 0.16% | 31 |
|
|
2023
Q2 | $924K | Sell |
2,085
-49
| -2% | -$20.6K | 0.19% | 23 |
|
|
2023
Q1 | $874K | Buy |
2,134
+206
| +11% | +$82.2K | 0.19% | 22 |
|
|
2022
Q4 | $737K | Sell |
1,928
-84
| -4% | -$32.3K | 0.18% | 24 |
|
|
2022
Q3 | $719K | Buy |
2,012
+169
| +9% | +$67.1K | 0.35% | 27 |
|
|
2022
Q2 | $695K | Buy |
1,843
+1
| +0.1% | +$410 | 0.33% | 24 |
|
|
2022
Q1 | $832K | Sell |
1,842
-8
| -0.4% | -$3.56K | 0.36% | 18 |
|
|
2021
Q4 | $879K | Buy |
1,850
+110
| +6% | +$50.5K | 0.34% | 18 |
|
|
2021
Q3 | $747K | Buy |
1,740
+30
| +2% | +$13.2K | 0.44% | 15 |
|
|
2021
Q2 | $732K | Buy |
1,710
+1
| +0.1% | +$417 | 0.42% | 15 |
|
|
2021
Q1 | $677K | Buy |
1,709
+60
| +4% | +$23.1K | 0.39% | 15 |
|
|
2020
Q4 | $617K | Hold |
1,649
| – | – | 0.45% | 12 |
|
|
2020
Q3 | $552K | Hold |
1,649
| – | – | 0.41% | 14 |
|
|
2020
Q2 | $508K | Sell |
1,649
-32
| -2% | -$9.37K | 0.41% | 14 |
|
|
2020
Q1 | $433K | Sell |
1,681
-193
| -10% | -$58.9K | 0.44% | 15 |
|
|
2019
Q4 | $603K | Buy |
1,874
+1,145
| +157% | +$353K | 0.4% | 14 |
|
|
2019
Q3 | $216K | Hold |
729
| – | – | 0.14% | 33 |
|
|
2019
Q2 | $214K | Hold |
729
| – | – | 0.14% | 34 |
|
|
2019
Q1 | $206K | Sell |
729
-215
| -23% | -$58.4K | 0.13% | 35 |
|
|
2018
Q4 | $236K | Sell |
944
-1,650
| -64% | -$445K | 0.09% | 36 |
|
|
2018
Q3 | $754K | Buy |
2,594
+1,650
| +175% | +$470K | 0.42% | 12 |
|
|
2018
Q2 | $256K | Sell |
944
-27
| -3% | -$7.29K | 0.15% | 19 |
|
|
2018
Q1 | $256K | Sell |
971
-3,109
| -76% | -$849K | 0.16% | 24 |
|
|
2017
Q4 | $1.09M | Buy |
+4,080
| New | +$1.06M | 0.49% | 8 |
|
Other funds holding SPY
SYM Financial Corp's SPY Position: Q1 2026 in Review
SYM Financial Corp increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.24% in Q1 2026, buying an estimated $5.44K and bringing the position to 3,397 shares worth $2.21M. The position accounts for 0.22% of the portfolio, ranked #31.
SYM Financial Corp first reported a position in SPY in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.31M in Q4 2025. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- SYM Financial Corp held 3,397 shares of State Street SPDR S&P 500 ETF Trust worth $2.21M as of Q1 2026.
- SYM Financial Corp bought 8 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $5.44K.
- State Street SPDR S&P 500 ETF Trust made up 0.22% of SYM Financial Corp's portfolio in Q1 2026, its #31 holding.
- SYM Financial Corp first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 34 quarters since.
- SYM Financial Corp's State Street SPDR S&P 500 ETF Trust position peaked at $2.31M in Q4 2025.
- 4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.