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

Toth Financial Advisory’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	$1.4M	Sell	1,877 -8	-0.4%	-$5.8K	0.14%	125
2026 Q1	$1.23M	Sell	1,885 -66	-3%	-$44.9K	0.13%	124
2025 Q4	$1.33M	Sell	1,951 -125	-6%	-$84.5K	0.14%	117
2025 Q3	$1.38M	Buy	2,076 +51	+3%	+$32.7K	0.15%	115
2025 Q2	$1.25M	Sell	2,025 -157	-7%	-$89.7K	0.15%	114
2025 Q1	$1.22M	Sell	2,182 -22	-1%	-$12.9K	0.15%	113
2024 Q4	$1.29M	Sell	2,204 -41	-2%	-$24.2K	0.15%	116
2024 Q3	$1.29M	Sell	2,245 -58	-3%	-$32.1K	0.15%	114
2024 Q2	$1.25M	Sell	2,303 -2,009	-47%	-$1.05M	0.16%	113
2024 Q1	$2.26M	Sell	4,312 -481	-10%	-$239K	0.28%	97
2023 Q4	$2.28M	Buy	4,793 +430	+10%	+$192K	0.31%	92
2023 Q3	$1.87M	Sell	4,363 -136	-3%	-$60.5K	0.28%	93
2023 Q2	$1.99M	Sell	4,499 -543	-11%	-$228K	0.29%	92
2023 Q1	$2.06M	Sell	5,042 -670	-12%	-$267K	0.32%	85
2022 Q4	$2.18M	Buy	5,712 +480	+9%	+$184K	0.35%	81
2022 Q3	$1.87M	Sell	5,232 -955	-15%	-$379K	0.34%	82
2022 Q2	$2.33M	Buy	6,187 +1,811	+41%	+$742K	0.41%	79
2022 Q1	$1.98M	Sell	4,376 -128	-3%	-$57K	0.3%	86
2021 Q4	$2.14M	Sell	4,504 -130	-3%	-$59.7K	0.29%	87
2021 Q3	$1.99M	Sell	4,634 -649	-12%	-$286K	0.3%	89
2021 Q2	$2.26M	Sell	5,283 -446	-8%	-$186K	0.35%	82
2021 Q1	$2.27M	Buy	5,729 +459	+9%	+$177K	0.36%	79
2020 Q4	$1.97M	Buy	5,270 +414	+9%	+$147K	0.34%	78
2020 Q3	$1.63M	Buy	4,856 +822	+20%	+$272K	0.31%	78
2020 Q2	$1.24M	Sell	4,034 -4,790	-54%	-$1.4M	0.27%	85
2020 Q1	$2.27M	Buy	8,824 +3,600	+69%	+$1.1M	0.66%	57
2019 Q4	$1.68M	Buy	5,224 +657	+14%	+$202K	0.34%	75
2019 Q3	$1.35M	Buy	4,567 +576	+14%	+$170K	0.3%	74
2019 Q2	$1.17M	Buy	3,991 +310	+8%	+$89.3K	0.26%	76
2019 Q1	$1.04M	Sell	3,681 -4,145	-53%	-$1.13M	0.24%	80
2018 Q4	$1.96M	Buy	7,826 +3,691	+89%	+$995K	0.53%	60
2018 Q3	$1.2M	Sell	4,135 -426	-9%	-$121K	0.27%	84
2018 Q2	$1.24M	Buy	4,561 +311	+7%	+$84K	0.29%	82
2018 Q1	$1.12M	Sell	4,250 -54	-1%	-$14.7K	0.27%	84
2017 Q4	$1.15M	Buy	4,304 +1,420	+49%	+$369K	0.27%	85
2017 Q3	$725K	Buy	2,884 +330	+13%	+$81.4K	0.18%	105
2017 Q2	$617K	Sell	2,554 -36	-1%	-$8.63K	0.16%	103
2017 Q1	$611K	Buy	2,590 +1,072	+71%	+$249K	0.16%	107
2016 Q4	$339K	Buy	+1,518	New	+$332K	0.1%	116
2016 Q3	–	Sell	-1,464	Closed	-$307K	–	124
2016 Q2	$307K	Sell	1,464 -476	-25%	-$98.8K	0.09%	111
2016 Q1	$399K	Buy	1,940 +737	+61%	+$144K	0.13%	97
2015 Q4	$245K	Sell	1,203 -298	-20%	-$61.2K	0.08%	105
2015 Q3	$288K	Buy	+1,501	New	+$304K	0.11%	103
2015 Q2	–	Sell	-1,026	Closed	-$212K	–	123
2015 Q1	$212K	Sell	1,026 -35	-3%	-$7.22K	0.07%	113
2014 Q4	$218K	Sell	1,061 -31	-3%	-$6.23K	0.08%	110
2014 Q3	$215K	Buy	1,092 +1	+0.1%	+$198	0.08%	106
2014 Q2	$214K	Sell	1,091 -10	-0.9%	-$1.9K	0.08%	105
2014 Q1	$206K	Sell	1,101 -12	-1%	-$2.2K	0.08%	105
2013 Q4	$206K	Buy	+1,113	New	+$197K	0.09%	103

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Toth Financial Advisory's SPY Position: Q2 2026 in Review

Toth Financial Advisory reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.42% in Q2 2026, selling an estimated $5.8K and leaving 1,877 shares worth $1.4M. The position accounts for 0.14% of the portfolio, ranked #125.

Toth Financial Advisory first reported a position in SPY in Q4 2013 and has held it in 49 quarters since. The position peaked at $2.33M in Q2 2022. 1,031 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Toth Financial Advisory held 1,877 shares of State Street SPDR S&P 500 ETF Trust worth $1.4M as of Q2 2026.
Toth Financial Advisory sold 8 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.8K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Toth Financial Advisory's portfolio in Q2 2026, its #125 holding.
Toth Financial Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 49 quarters since.
Toth Financial Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $2.33M in Q2 2022.
1,031 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.