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

TPG 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	$499K	Sell	668 -67	-9%	-$48.6K	0.15%	50
2026 Q1	$478K	Buy	735 +72	+11%	+$49K	0.16%	50
2025 Q4	$452K	Sell	663 -65	-9%	-$43.9K	0.15%	52
2025 Q3	$485K	Hold	728	–	–	0.18%	46
2025 Q2	$450K	Sell	728 -280	-28%	-$160K	0.18%	47
2025 Q1	$564K	Sell	1,008 -200	-17%	-$118K	0.25%	41
2024 Q4	$708K	Buy	1,208 +268	+29%	+$158K	0.31%	37
2024 Q3	$539K	Hold	940	–	–	0.24%	43
2024 Q2	$512K	Buy	+940	New	+$492K	0.24%	43
2023 Q4	$467K	Hold	983	–	–	0.24%	46
2023 Q3	$420K	Sell	983 -65	-6%	-$28.9K	0.22%	42
2023 Q2	$465K	Hold	1,048	–	–	0.24%	37
2023 Q1	$429K	Sell	1,048 -2	-0.2%	-$798	0.23%	34
2022 Q4	$402K	Buy	1,050 +20	+2%	+$7.69K	0.24%	35
2022 Q3	$368K	Hold	1,030	–	–	0.23%	33
2022 Q2	$389K	Hold	1,030	–	–	0.26%	28
2022 Q1	$465K	Hold	1,030	–	–	0.28%	29
2021 Q4	$489K	Sell	1,030 -26	-2%	-$11.9K	0.3%	26
2021 Q3	$453K	Buy	1,056 +27	+3%	+$11.9K	0.3%	29
2021 Q2	$440K	Sell	1,029 -140	-12%	-$58.4K	0.31%	28
2021 Q1	$463K	Sell	1,169 -44	-4%	-$17K	0.32%	29
2020 Q4	$454K	Buy	1,213 +65	+6%	+$23.1K	0.34%	26
2020 Q3	$384K	Hold	1,148	–	–	0.33%	28
2020 Q2	$354K	Sell	1,148 -399	-26%	-$117K	0.32%	29
2020 Q1	$399K	Sell	1,547 -214	-12%	-$65.3K	0.4%	31
2019 Q4	$567K	Sell	1,761 -44	-2%	-$13.5K	0.47%	30
2019 Q3	$536K	Sell	1,805 -118	-6%	-$34.9K	0.48%	28
2019 Q2	$575K	Sell	1,923 -36	-2%	-$10.4K	0.53%	25
2019 Q1	$560K	Buy	1,959 +244	+14%	+$66.3K	0.54%	26
2018 Q4	$429K	Buy	+1,715	New	+$462K	0.47%	30

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

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

TPG Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.1% in Q2 2026, selling an estimated $48.6K and leaving 668 shares worth $499K. The position accounts for 0.15% of the portfolio, ranked #50.

TPG Financial Advisors first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $708K in Q4 2024. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

TPG Financial Advisors held 668 shares of State Street SPDR S&P 500 ETF Trust worth $499K as of Q2 2026.
TPG Financial Advisors sold 67 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $48.6K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of TPG Financial Advisors's portfolio in Q2 2026, its #50 holding.
TPG Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
TPG Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $708K in Q4 2024.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.