STACKSTONE WEALTH, LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

STACKSTONE WEALTH, 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 Q3	$12.9M	Buy	+16,960	New	+$12.9M	1.27%	20

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

STACKSTONE WEALTH, LLC's SPY Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 16,960 shares worth $12.9M. The stake represents 1.27% of the portfolio and ranks #20 among its holdings.

1,195 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

STACKSTONE WEALTH, LLC held 16,960 shares of State Street SPDR S&P 500 ETF Trust worth $12.9M as of Q3 2026.
State Street SPDR S&P 500 ETF Trust was a new STACKSTONE WEALTH, LLC position in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 1.27% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #20 holding.
1,195 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.