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

Symphony 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 		$22.5M Buy
30,254
+11,598
+62% +$8.41M 2.46% 6
2026
Q1 		$12.1M Sell
18,656
-4,900
-21% -$3.33M 1.6% 16
2025
Q4 		$16.1M Buy
23,556
+4,915
+26% +$3.32M 2.16% 10
2025
Q3 		$12.4M Buy
18,641
+10,789
+137% +$6.92M 1.51% 17
2025
Q2 		$11.6M Buy
7,852
+7,254
+1,213% +$4.15M 1.51% 17
2025
Q1 		$309K Sell
598
-13,488
-96% -$7.93M 0.18% 78
2024
Q4 		$8.5M Buy
14,086
+3,492
+33% +$2.06M 1.34% 22
2024
Q3 		$6.05M Sell
10,594
-68
-0.6% -$37.6K 1% 27
2024
Q2 		$5.83M Buy
10,662
+4,008
+60% +$2.1M 1.06% 27
2024
Q1 		$3.48M Sell
6,654
-3,522
-35% -$1.75M 0.81% 33
2023
Q4 		$4.83M Buy
10,176
+4,938
+94% +$2.2M 1.04% 27
2023
Q3 		$2.24M Sell
5,238
-373
-7% -$166K 0.55% 38
2023
Q2 		$2.46M Buy
5,611
+355
+7% +$149K 0.6% 42
2023
Q1 		$2.12M Sell
5,256
-2,096
-29% -$836K 0.55% 41
2022
Q4 		$2.82M Sell
7,352
-2,085
-22% -$801K 0.75% 33
2022
Q3 		$3.42M Buy
9,437
+448
+5% +$178K 1.12% 24
2022
Q2 		$3.42M Sell
8,989
-376
-4% -$154K 1.01% 23
2022
Q1 		$4.2M Buy
9,365
+3,646
+64% +$1.62M 0.99% 24
2021
Q4 		$2.73M Sell
5,719
-110
-2% -$50.5K 0.76% 29
2021
Q3 		$2.53M Buy
5,829
+650
+13% +$287K 0.88% 25
2021
Q2 		$2.21M Sell
5,179
-2,707
-34% -$1.13M 0.75% 31
2021
Q1 		$3.2M Sell
7,886
-12,330
-61% -$4.75M 0.85% 25
2020
Q4 		$7.46M Buy
20,216
+4,607
+30% +$1.63M 2.68% 7
2020
Q3 		$5.23M Buy
15,609
+5,117
+49% +$1.7M 2.13% 8
2020
Q2 		$3.23M Sell
10,492
-16,218
-61% -$4.75M 1.56% 16
2020
Q1 		$6.99M Buy
+26,710
New +$8.15M 4.82% 3

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Symphony Financial's SPY Position: Q2 2026 in Review

Symphony Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 62% in Q2 2026, buying an estimated $8.41M and bringing the position to 30,254 shares worth $22.5M. The position accounts for 2.46% of the portfolio, ranked #6.

Symphony Financial first reported a position in SPY in Q1 2020 and has held it in 26 quarters since. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Symphony Financial held 30,254 shares of State Street SPDR S&P 500 ETF Trust worth $22.5M as of Q2 2026.
  • Symphony Financial bought 11,598 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $8.41M.
  • State Street SPDR S&P 500 ETF Trust made up 2.46% of Symphony Financial's portfolio in Q2 2026, its #6 holding.
  • Symphony Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 26 quarters since.
  • 4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.