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

Taylor 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 		$2.2M Sell
2,941
-14
-0.5% -$10.2K 1.21% 19
2026
Q1 		$1.92M Hold
2,955
– – 1.16% 20
2025
Q4 		$2.02M Hold
2,955
– – 1.18% 20
2025
Q3 		$1.97M Hold
2,955
– – 1.13% 21
2025
Q2 		$1.83M Sell
2,955
-15
-0.5% -$8.57K 1.14% 20
2025
Q1 		$1.66M Sell
2,970
-22
-0.7% -$12.9K 1.16% 21
2024
Q4 		$1.75M Hold
2,992
– – 1.21% 20
2024
Q3 		$1.72M Hold
2,992
– – 1.19% 23
2024
Q2 		$1.63M Sell
2,992
-1
-0% -$523 1.25% 21
2024
Q1 		$1.57M Sell
2,993
-1
-0% -$498 1.19% 22
2023
Q4 		$1.42M Buy
+2,994
New +$1.33M 1.17% 23

Other funds holding SPY

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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

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

Taylor Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.47% in Q2 2026, selling an estimated $10.2K and leaving 2,941 shares worth $2.2M. The position accounts for 1.21% of the portfolio, ranked #19.

Taylor Financial Group first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 1,690 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Taylor Financial Group held 2,941 shares of State Street SPDR S&P 500 ETF Trust worth $2.2M as of Q2 2026.
  • Taylor Financial Group sold 14 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.2K.
  • State Street SPDR S&P 500 ETF Trust made up 1.21% of Taylor Financial Group's portfolio in Q2 2026, its #19 holding.
  • Taylor Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 1,690 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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