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

Tobias Financial Advisors’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	$1.65M	Sell	2,205 -83	-4%	-$60.2K	0.21%	55
2026 Q1	$1.49M	Sell	2,288 -810	-26%	-$551K	0.21%	57
2025 Q4	$2.11M	Buy	3,098 +30	+1%	+$20.3K	0.3%	48
2025 Q3	$2.04M	Buy	3,068 +417	+16%	+$267K	0.31%	50
2025 Q2	$1.64M	Hold	2,651	–	–	0.28%	53
2025 Q1	$1.48M	Buy	+2,651	New	+$1.56M	0.29%	47
2020 Q1	–	Sell	-68	Closed	-$21K	–	245
2019 Q4	$21K	Buy	+68	New	+$20.9K	0.01%	139

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

Tobias Financial Advisors's SPY Position: Q2 2026 in Review

Tobias Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.6% in Q2 2026, selling an estimated $60.2K and leaving 2,205 shares worth $1.65M. The position accounts for 0.21% of the portfolio, ranked #55.

Tobias Financial Advisors first reported a position in SPY in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.11M in Q4 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Tobias Financial Advisors held 2,205 shares of State Street SPDR S&P 500 ETF Trust worth $1.65M as of Q2 2026.
Tobias Financial Advisors sold 83 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $60.2K.
State Street SPDR S&P 500 ETF Trust made up 0.21% of Tobias Financial Advisors's portfolio in Q2 2026, its #55 holding.
Tobias Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 7 quarters since.
Tobias Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.11M in Q4 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.