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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
2020
Q2 		– Sell
-100
Closed -$26K – 597
2020
Q1 		$26K Buy
+100
New +$30.5K 0.01% 216

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
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

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. 1,157 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.
  • 1,157 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.