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

Vantage Point Financial’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	$431K	Sell	578 -271	-32%	-$196K	0.13%	105
2026 Q1	$552K	Buy	849 +443	+109%	+$301K	0.19%	90
2025 Q4	$277K	Sell	406 -417	-51%	-$282K	0.1%	131
2025 Q3	$548K	Buy	823 +1	+0.1%	+$641	0.21%	81
2025 Q2	$508K	Sell	822 -9	-1%	-$5.14K	0.22%	76
2025 Q1	$465K	Sell	831 -4	-0.5%	-$2.35K	0.23%	70
2024 Q4	$489K	Buy	+835	New	+$492K	0.26%	62

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

Vantage Point Financial's SPY Position: Q2 2026 in Review

Vantage Point Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 32% in Q2 2026, selling an estimated $196K and leaving 578 shares worth $431K. The position accounts for 0.13% of the portfolio, ranked #105.

Vantage Point Financial first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $552K in Q1 2026. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Vantage Point Financial held 578 shares of State Street SPDR S&P 500 ETF Trust worth $431K as of Q2 2026.
Vantage Point Financial sold 271 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $196K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Vantage Point Financial's portfolio in Q2 2026, its #105 holding.
Vantage Point Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Vantage Point Financial's State Street SPDR S&P 500 ETF Trust position peaked at $552K in Q1 2026.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.