A4 Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
A4 Wealth Advisors's SPY Position: Q3 2026 in Review
A4 Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 619 shares worth $472K. The position accounts for 0.31% of the portfolio, ranked #41.
A4 Wealth Advisors first reported a position in SPY in Q2 2026 and has held it in 2 quarters since. 3,275 funds tracked by Wall St. Rank hold SPY as of Q3 2026.
- A4 Wealth Advisors held 619 shares of State Street SPDR S&P 500 ETF Trust worth $472K as of Q3 2026.
- A4 Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
- State Street SPDR S&P 500 ETF Trust made up 0.31% of A4 Wealth Advisors's portfolio in Q3 2026, its #41 holding.
- A4 Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2026 and has held it in 2 quarters since.
- 3,275 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.
Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.