4Thought Financial Group
SPY icon

4Thought Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

4Thought Financial Group’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 		$63.8M Sell
83,631
-850
-1% -$646K 29.7% 1
2026
Q2 		$63.1M Sell
84,481
-5,292
-6% -$3.84M 29.65% 1
2026
Q1 		$58.4M Buy
89,773
+4,186
+5% +$2.85M 28.87% 1
2025
Q4 		$58.4M Buy
85,587
+3,097
+4% +$2.09M 28.9% 1
2025
Q3 		$55M Sell
82,490
-1,508
-2% -$967K 27.78% 1
2025
Q2 		$51.9M Sell
83,998
-4,278
-5% -$2.45M 27.57% 1
2025
Q1 		$49.4M Buy
88,276
+5,033
+6% +$2.96M 30.51% 1
2024
Q4 		$48.8M Buy
83,243
+751
+0.9% +$442K 30.28% 1
2024
Q3 		$47.3M Buy
82,492
+374
+0.5% +$207K 29.2% 1
2024
Q2 		$44.7M Buy
82,118
+4,583
+6% +$2.4M 27.77% 1
2024
Q1 		$40.6M Buy
77,535
+1,626
+2% +$810K 26.67% 1
2023
Q4 		$36.1M Buy
75,909
+881
+1% +$392K 26.08% 1
2023
Q3 		$32.1M Buy
75,028
+2,457
+3% +$1.09M 25.79% 1
2023
Q2 		$32.2M Sell
72,571
-2,283
-3% -$958K 25.67% 1
2023
Q1 		$30.6M Buy
74,854
+4,061
+6% +$1.62M 25.35% 1
2022
Q4 		$27.1M Buy
70,793
+8,783
+14% +$3.38M 24.39% 1
2022
Q3 		$22.1M Buy
62,010
+873
+1% +$347K 21.78% 1
2022
Q2 		$23.1M Buy
61,137
+5,438
+10% +$2.23M 21.65% 1
2022
Q1 		$25.2M Sell
55,699
-786
-1% -$350K 22.32% 1
2021
Q4 		$26.8M Buy
56,485
+1,042
+2% +$478K 21.67% 1
2021
Q3 		$23.8M Sell
55,443
-2,812
-5% -$1.24M 20.66% 1
2021
Q2 		$24.9M Sell
58,255
-1,715
-3% -$716K 22.49% 1
2021
Q1 		$23.8M Buy
+59,970
New +$23.1M 22.92% 1

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

4Thought Financial Group's SPY Position: Q3 2026 in Review

4Thought Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q3 2026, selling an estimated $646K and leaving 83,631 shares worth $63.8M. The position accounts for 29.7% of the portfolio, ranked #1.

4Thought Financial Group first reported a position in SPY in Q1 2021 and has held it in 23 quarters since. 3,166 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • 4Thought Financial Group held 83,631 shares of State Street SPDR S&P 500 ETF Trust worth $63.8M as of Q3 2026.
  • 4Thought Financial Group sold 850 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $646K.
  • State Street SPDR S&P 500 ETF Trust made up 29.7% of 4Thought Financial Group's portfolio in Q3 2026, its #1 holding.
  • 4Thought Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 23 quarters since.
  • 3,166 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on 4Thought Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.