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

Verus Financial Partners’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 		$3.68M Sell
4,926
-8
-0.2% -$5.8K 0.31% 26
2026
Q1 		$3.46M Buy
4,934
+4
+0.1% +$2.72K 0.31% 25
2025
Q4 		$3.42M Sell
4,930
-41
-0.8% -$27.7K 0.31% 25
2025
Q3 		$3.31M Sell
4,971
-145
-3% -$92.9K 0.32% 25
2025
Q2 		$3.19M Buy
5,116
+174
+4% +$99.5K 0.33% 23
2025
Q1 		$2.66M Sell
4,942
-168
-3% -$98.7K 0.3% 23
2024
Q4 		$2.97M Buy
5,110
+2
+0% +$1.18K 0.33% 21
2024
Q3 		$2.9M Buy
5,108
+2
+0% +$1.11K 0.32% 22
2024
Q2 		$2.78M Sell
5,106
-251
-5% -$131K 0.32% 21
2024
Q1 		$2.8M Sell
5,357
-406
-7% -$202K 0.33% 21
2023
Q4 		$2.81M Sell
5,763
-67
-1% -$29.8K 0.35% 22
2023
Q3 		$2.52M Buy
5,830
+22
+0.4% +$9.79K 0.33% 22
2023
Q2 		$2.65M Buy
5,808
+516
+10% +$217K 0.33% 23
2023
Q1 		$2.14M Buy
5,292
+2
+0% +$798 0.29% 27
2022
Q4 		$2.15M Sell
5,290
-248
-4% -$95.3K 0.3% 26
2022
Q3 		$2.06M Sell
5,538
-693
-11% -$275K 0.31% 21
2022
Q2 		$2.48M Sell
6,231
-3,249
-34% -$1.33M 0.36% 20
2022
Q1 		$4.16M Sell
9,480
-2,491
-21% -$1.11M 0.59% 16
2021
Q4 		$5.69M Buy
11,971
+9,774
+445% +$4.49M 0.75% 14
2021
Q3 		$982K Buy
2,197
+2
+0.1% +$882 0.15% 34
2021
Q2 		$946K Sell
2,195
-43
-2% -$17.9K 0.14% 32
2021
Q1 		$910K Buy
2,238
+48
+2% +$18.5K 0.14% 33
2020
Q4 		$819K Sell
2,190
-4,881
-69% -$1.73M 0.14% 33
2020
Q3 		$2.37M Buy
7,071
+4,886
+224% +$1.62M 0.86% 20
2020
Q2 		$674K Buy
2,185
+3
+0.1% +$878 0.15% 31
2020
Q1 		$562K Buy
2,182
+3
+0.1% +$915 0.17% 31
2019
Q4 		$701K Sell
2,179
-57
-3% -$17.6K 0.21% 30
2019
Q3 		$664K Buy
2,236
+1,548
+225% +$457K 0.22% 26
2019
Q2 		$202K Buy
+688
New +$198K 0.07% 55
2019
Q1 		– Sell
-1,218
Closed -$354K – 56
2018
Q4 		$354K Hold
1,218
– – 0.13% 32
2018
Q3 		$354K Buy
1,218
+5
+0.4% +$1.42K 0.13% 32
2018
Q2 		$329K Sell
1,213
-16
-1% -$4.32K 0.12% 34
2018
Q1 		$323K Buy
1,229
+131
+12% +$35.8K 0.12% 38
2017
Q4 		$293K Sell
1,098
-36
-3% -$9.36K 0.11% 39
2017
Q3 		$285K Sell
1,134
-96
-8% -$23.7K 0.11% 39
2017
Q2 		$297K Buy
1,230
+45
+4% +$10.8K 0.12% 39
2017
Q1 		$279K Buy
1,185
+262
+28% +$60.9K 0.11% 40
2016
Q4 		$206K Buy
+923
New +$202K 0.09% 43
2016
Q3 		– Sell
-1,091
Closed -$229K – 48
2016
Q2 		$229K Sell
1,091
-43
-4% -$8.92K 0.1% 39
2016
Q1 		$233K Buy
1,134
+38
+3% +$7.42K 0.11% 40
2015
Q4 		$224K Sell
1,096
-15
-1% -$3.08K 0.11% 41
2015
Q3 		$213K Buy
1,111
+39
+4% +$7.91K 0.11% 35
2015
Q2 		$221K Sell
1,072
-60
-5% -$12.6K 0.11% 38
2015
Q1 		$234K Sell
1,132
-544
-32% -$112K 0.12% 37
2014
Q4 		$344K Sell
1,676
-8
-0.5% -$1.61K 0.18% 27
2014
Q3 		$332K Buy
1,684
+9
+0.5% +$1.78K 0.19% 30
2014
Q2 		$328K Sell
1,675
-140
-8% -$26.6K 0.18% 29
2014
Q1 		$339K Sell
1,815
-34
-2% -$6.24K 0.19% 32
2013
Q4 		$341K Buy
1,849
+10
+0.5% +$1.77K 0.18% 29
2013
Q3 		$309K Sell
1,839
-242
-12% -$40.6K 0.17% 27
2013
Q2 		$334K Buy
+2,081
New +$335K 0.19% 25

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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

Verus Financial Partners's SPY Position: Q2 2026 in Review

Verus Financial Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.16% in Q2 2026, selling an estimated $5.8K and leaving 4,926 shares worth $3.68M. The position accounts for 0.31% of the portfolio, ranked #26.

Verus Financial Partners first reported a position in SPY in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.69M in Q4 2021. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Verus Financial Partners held 4,926 shares of State Street SPDR S&P 500 ETF Trust worth $3.68M as of Q2 2026.
  • Verus Financial Partners sold 8 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.8K.
  • State Street SPDR S&P 500 ETF Trust made up 0.31% of Verus Financial Partners's portfolio in Q2 2026, its #26 holding.
  • Verus Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 51 quarters since.
  • Verus Financial Partners's State Street SPDR S&P 500 ETF Trust position peaked at $5.69M in Q4 2021.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.