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Advisory Solutions Group, LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Advisory Solutions Group, LLC’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 		$23.4M Buy
+31,372
New +$22.7M 7.95% 1

Other funds holding SPY

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Advisory Solutions Group, LLC's SPY Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 31,372 shares worth $23.4M. The stake represents 7.95% of the portfolio and ranks #1 among its holdings.

2,153 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Advisory Solutions Group, LLC held 31,372 shares of State Street SPDR S&P 500 ETF Trust worth $23.4M as of Q2 2026.
  • State Street SPDR S&P 500 ETF Trust was a new Advisory Solutions Group, LLC position in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 7.95% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #1 holding.
  • 2,153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.