4Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

4Wealth Advisors’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	$383K	Sell	501 -7	-1%	-$5.32K	0.26%	85
2026 Q2	$376K	Sell	508 -61	-11%	-$44.2K	0.29%	103
2026 Q1	$359K	Buy	569 +48	+9%	+$32.6K	0.31%	102
2025 Q4	$356K	Buy	521 +38	+8%	+$25.7K	0.3%	107
2025 Q3	$322K	Sell	483 -18	-4%	-$11.5K	0.29%	106
2025 Q2	$309K	Sell	501 -32	-6%	-$18.3K	0.31%	101
2025 Q1	$298K	Sell	533 -523	-50%	-$307K	0.32%	105
2024 Q4	$619K	Buy	+1,056	New	+$622K	0.62%	47

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

4Wealth Advisors's SPY Position: Q3 2026 in Review

4Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q3 2026, selling an estimated $5.32K and leaving 501 shares worth $383K. The position accounts for 0.26% of the portfolio, ranked #85.

4Wealth Advisors first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. The position peaked at $619K in Q4 2024. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

4Wealth Advisors held 501 shares of State Street SPDR S&P 500 ETF Trust worth $383K as of Q3 2026.
4Wealth Advisors sold 7 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $5.32K.
State Street SPDR S&P 500 ETF Trust made up 0.26% of 4Wealth Advisors's portfolio in Q3 2026, its #85 holding.
4Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $619K in Q4 2024.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.