VBFG
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Vishria Bird Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Vishria Bird Financial Group’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
2025
Q3 		$7.71M Hold
11,576
– – 1.51% 26
2025
Q2 		$7.15M Sell
11,576
-27
-0.2% -$15.4K 2.38% 17
2025
Q1 		$6.49M Sell
11,603
-349
-3% -$205K 2.21% 16
2024
Q4 		$7M Hold
11,952
– – 2.45% 14
2024
Q3 		$6.86M Sell
11,952
-1
-0% -$553 2.6% 15
2024
Q2 		$6.5M Buy
11,953
+3
+0% +$1.57K 2.73% 13
2024
Q1 		$6.25M Sell
11,950
-49
-0.4% -$24.4K 2.68% 15
2023
Q4 		$5.7M Sell
11,999
-41
-0.3% -$18.3K 2.7% 14
2023
Q3 		$5.15M Hold
12,040
– – 2.92% 14
2023
Q2 		$5.34M Sell
12,040
-85
-0.7% -$35.7K 3.17% 11
2023
Q1 		$4.96M Sell
12,125
-729
-6% -$291K 3.18% 13
2022
Q4 		$4.92M Hold
12,854
– – 3.43% 12
2022
Q3 		$4.59M Buy
12,854
+18
+0.1% +$7.15K 3.09% 14
2022
Q2 		$4.84M Sell
12,836
-79
-0.6% -$32.4K 3.22% 12
2022
Q1 		$5.83M Buy
12,915
+1
+0% +$445 3.22% 12
2021
Q4 		$6.13M Sell
12,914
-285
-2% -$131K 2.85% 13
2021
Q3 		$5.66M Buy
13,199
+338
+3% +$149K 2.97% 14
2021
Q2 		$5.5M Sell
12,861
-1,079
-8% -$450K 2.71% 17
2021
Q1 		$5.53M Sell
13,940
-391
-3% -$151K 3.05% 13
2020
Q4 		$5.36M Sell
14,331
-24
-0.2% -$8.52K 3.05% 13
2020
Q3 		$4.81M Buy
14,355
+21
+0.1% +$6.96K 3.02% 14
2020
Q2 		$4.42M Sell
14,334
-13,751
-49% -$4.02M 3.46% 12
2020
Q1 		$7.24M Buy
28,085
+1
+0% +$305 7.58% 4
2019
Q4 		$9.04M Sell
28,084
-1,348
-5% -$415K 8.77% 2
2019
Q3 		$8.73M Sell
29,432
-135
-0.5% -$39.9K 10% 1
2019
Q2 		$8.66M Sell
29,567
-823
-3% -$237K 8.65% 1
2019
Q1 		$8.59M Sell
30,390
-524
-2% -$142K 8.68% 1
2018
Q4 		$7.73M Sell
30,914
-99
-0.3% -$26.7K 8.55% 1
2018
Q3 		$9.02M Sell
31,013
-277
-0.9% -$78.9K 7.73% 2
2018
Q2 		$8.49M Buy
+31,290
New +$8.45M 7.87% 4

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vishria Bird Financial Group's SPY Position: Q3 2025 in Review

Vishria Bird Financial Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2025 at 11,576 shares worth $7.71M. The position accounts for 1.51% of the portfolio, ranked #26.

Vishria Bird Financial Group first reported a position in SPY in Q2 2018 and has held it in 30 quarters since. The position peaked at $9.04M in Q4 2019. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

  • Vishria Bird Financial Group held 11,576 shares of State Street SPDR S&P 500 ETF Trust worth $7.71M as of Q3 2025.
  • Vishria Bird Financial Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2025.
  • State Street SPDR S&P 500 ETF Trust made up 1.51% of Vishria Bird Financial Group's portfolio in Q3 2025, its #26 holding.
  • Vishria Bird Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2018 and has held it in 30 quarters since.
  • Vishria Bird Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $9.04M in Q4 2019.
  • 4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.