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

Advus Financial Partners, LLC’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	$593K	Buy	795 +197	+33%	+$143K	0.13%	111
2026 Q1	$389K	Sell	598 -54	-8%	-$36.7K	0.1%	149
2025 Q4	$444K	Hold	652	–	–	0.11%	132
2025 Q3	$434K	Hold	652	–	–	0.1%	142
2025 Q2	$403K	Sell	652 -30	-4%	-$17.1K	0.1%	141
2025 Q1	$381K	Hold	682	–	–	0.11%	138
2024 Q4	$399K	Sell	682 -3	-0.4%	-$1.77K	0.11%	124
2024 Q3	$393K	Sell	685 -84	-11%	-$46.4K	0.11%	127
2024 Q2	$419K	Hold	769	–	–	0.13%	111
2024 Q1	$402K	Sell	769 -9	-1%	-$4.48K	0.12%	111
2023 Q4	$370K	Sell	778 -120	-13%	-$53.5K	0.13%	106
2023 Q3	$384K	Hold	898	–	–	0.15%	90
2023 Q2	$398K	Hold	898	–	–	0.15%	85
2023 Q1	$368K	Sell	898 -131	-13%	-$52.3K	0.15%	88
2022 Q4	$394K	Sell	1,029 -75	-7%	-$28.8K	0.17%	86
2022 Q3	$394K	Hold	1,104	–	–	0.21%	74
2022 Q2	$416K	Buy	1,104 +19	+2%	+$7.78K	0.22%	68
2022 Q1	$490K	Buy	+1,085	New	+$483K	0.25%	62
2021 Q3	$482K	Buy	+1,014	New	+$447K	0.27%	44

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advus Financial Partners, LLC's SPY Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 33% in Q2 2026, buying an estimated $143K and bringing the position to 795 shares worth $593K. The position accounts for 0.13% of the portfolio, ranked #111.

Advus Financial Partners, LLC first reported a position in SPY in Q3 2021 and has held it in 19 quarters since. 4,637 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Advus Financial Partners, LLC held 795 shares of State Street SPDR S&P 500 ETF Trust worth $593K as of Q2 2026.
Advus Financial Partners, LLC bought 197 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $143K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #111 holding.
Advus Financial Partners, LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and has held it in 19 quarters since.
4,637 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.