Unify Financial Advisors / SPY
Unify Financial Advisors’s State Str Spdr S&P 500 Etf T Position
Does Unify Financial Advisors own State Str Spdr S&P 500 Etf T (SPY)? Yes — 2.7K shares worth $2M (+1.80% of its 13F portfolio) as of Q1 2026.
Position Value
$2M
Q1 2026
Shares
2.7K
% of Portfolio
+1.80%
Quarters Held
1
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.7K | $2M | +1.80% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Unify Financial Advisors’s full portfolio or all institutional holders of SPY.