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

Vision Financial Markets’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	$10.7M	Buy	14,325 +100	+0.7%	+$72.5K	9.28%	2
2026 Q1	$9.25M	Buy	14,225 +136	+1%	+$92.5K	9.03%	2
2025 Q4	$9.61M	Buy	14,089 +122	+0.9%	+$82.5K	9.8%	2
2025 Q3	$9.3M	Buy	13,967 +17	+0.1%	+$10.9K	7.94%	2
2025 Q2	$8.62M	Buy	13,950 +26	+0.2%	+$14.9K	8.12%	2
2025 Q1	$7.79M	Sell	13,924 -454	-3%	-$267K	8.48%	1
2024 Q4	$8.43M	Buy	+14,378	New	+$8.47M	9.04%	2

Other funds holding SPY

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

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

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Vision Financial Markets's SPY Position: Q2 2026 in Review

Vision Financial Markets increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.7% in Q2 2026, buying an estimated $72.5K and bringing the position to 14,325 shares worth $10.7M. The position accounts for 9.28% of the portfolio, ranked #2.

Vision Financial Markets first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 2,010 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Vision Financial Markets held 14,325 shares of State Street SPDR S&P 500 ETF Trust worth $10.7M as of Q2 2026.
Vision Financial Markets bought 100 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $72.5K.
State Street SPDR S&P 500 ETF Trust made up 9.28% of Vision Financial Markets's portfolio in Q2 2026, its #2 holding.
Vision Financial Markets first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
2,010 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.