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

True Link 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	$1.01M	Buy	1,350 +65	+5%	+$47.1K	0.06%	30
2026 Q1	$836K	Sell	1,285 -48	-4%	-$32.6K	0.05%	33
2025 Q4	$909K	Buy	1,333 +219	+20%	+$148K	0.06%	41
2025 Q3	$742K	Buy	1,114 +125	+13%	+$80.1K	0.05%	40
2025 Q2	$611K	Sell	989 -386	-28%	-$221K	0.04%	46
2025 Q1	$769K	Sell	1,375 -1,090	-44%	-$641K	0.06%	39
2024 Q4	$1.44M	Buy	2,465 +357	+17%	+$210K	0.12%	21
2024 Q3	$1.21M	Buy	2,108 +46	+2%	+$25.4K	0.1%	24
2024 Q2	$1.12M	Sell	2,062 -153	-7%	-$80.1K	0.1%	25
2024 Q1	$1.16M	Sell	2,215 -136	-6%	-$67.7K	0.11%	26
2023 Q4	$1.12M	Buy	2,351 +46	+2%	+$20.5K	0.12%	24
2023 Q3	$985K	Sell	2,305 -5	-0.2%	-$2.22K	0.12%	50
2023 Q2	$1.02M	Buy	2,310 +143	+7%	+$60K	0.12%	49
2023 Q1	$887K	Buy	2,167 +811	+60%	+$324K	0.11%	62
2022 Q4	$519K	Hold	1,356	–	–	0.07%	73
2022 Q3	$484K	Buy	1,356 +15	+1%	+$5.96K	0.07%	85
2022 Q2	$506K	Sell	1,341 -494	-27%	-$202K	0.08%	82
2022 Q1	$829K	Buy	+1,835	New	+$817K	0.12%	71
2021 Q2	–	Sell	-374	Closed	-$18K	–	743
2021 Q1	$18K	Buy	374 +169	+82%	+$65.2K	﹤0.01%	579
2020 Q4	$8K	Buy	+205	New	+$72.7K	﹤0.01%	643

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

True Link Financial Advisors's SPY Position: Q2 2026 in Review

True Link Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.1% in Q2 2026, buying an estimated $47.1K and bringing the position to 1,350 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #30.

True Link Financial Advisors first reported a position in SPY in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.44M in Q4 2024. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

True Link Financial Advisors held 1,350 shares of State Street SPDR S&P 500 ETF Trust worth $1.01M as of Q2 2026.
True Link Financial Advisors bought 65 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $47.1K.
State Street SPDR S&P 500 ETF Trust made up 0.06% of True Link Financial Advisors's portfolio in Q2 2026, its #30 holding.
True Link Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 20 quarters since.
True Link Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.44M in Q4 2024.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.