XML Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
XML Financial's SPY Position: Q2 2026 in Review
XML Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.2% in Q2 2026, buying an estimated $243K and bringing the position to 8,396 shares worth $6.27M. The position accounts for 0.46% of the portfolio, ranked #59.
XML Financial first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- XML Financial held 8,396 shares of State Street SPDR S&P 500 ETF Trust worth $6.27M as of Q2 2026.
- XML Financial bought 335 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $243K.
- State Street SPDR S&P 500 ETF Trust made up 0.46% of XML Financial's portfolio in Q2 2026, its #59 holding.
- XML Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
- 4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.