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Bridgelight Financial Advisors, Inc.’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bridgelight Financial Advisors, Inc.’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 		$10.2M Sell
13,643
-3,467
-20% -$2.51M 6.98% 3
2026
Q1 		$11.1M Buy
17,110
+69
+0.4% +$46.9K 9.43% 3
2025
Q4 		$11.6M Buy
+17,041
New +$11.5M 9.9% 2

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TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bridgelight Financial Advisors, Inc.'s SPY Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 20% in Q2 2026, selling an estimated $2.51M and leaving 13,643 shares worth $10.2M. The position accounts for 6.98% of the portfolio, ranked #3.

Bridgelight Financial Advisors, Inc. first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.6M in Q4 2025. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 13,643 shares of State Street SPDR S&P 500 ETF Trust worth $10.2M as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. sold 3,467 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.51M.
  • State Street SPDR S&P 500 ETF Trust made up 6.98% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #3 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • Bridgelight Financial Advisors, Inc.'s State Street SPDR S&P 500 ETF Trust position peaked at $11.6M in Q4 2025.
  • 2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.