USA FINANCIAL FORMULAS’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

USA FINANCIAL FORMULAS’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	$747	Buy	+1	New	+$725	﹤0.01%	372

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

USA FINANCIAL FORMULAS's SPY Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 1 share worth $747. The stake represents ﹤0.01% of the portfolio and ranks #372 among its holdings.

2,808 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

USA FINANCIAL FORMULAS held 1 share of State Street SPDR S&P 500 ETF Trust worth $747 as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new USA FINANCIAL FORMULAS position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up ﹤0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #372 holding.
2,808 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.