Stonebridge Financial Group, LLC/CA’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$3.44M	Buy	+4,601	New	+$3.34M	0.48%	46

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's SPY Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 4,601 shares worth $3.44M. The stake represents 0.48% of the portfolio and ranks #46 among its holdings.

4,062 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 4,601 shares of State Street SPDR S&P 500 ETF Trust worth $3.44M as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.48% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #46 holding.
4,062 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.