B.A. Schrock Wealth Management, Inc.’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

B.A. Schrock Wealth Management, 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 Q3	$325K	Buy	+426	New	+$324K	0.12%	107

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

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

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s SPY Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 426 shares worth $325K. The stake represents 0.12% of the portfolio and ranks #107 among its holdings.

744 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 426 shares of State Street SPDR S&P 500 ETF Trust worth $325K as of Q3 2026.
State Street SPDR S&P 500 ETF Trust was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.12% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #107 holding.
744 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.