AAF Wealth Management
SPY icon

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

AAF Wealth Management’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 		$1.83M Hold
2,397
– – 0.66% 15
2026
Q2 		$1.79M Sell
2,397
-66
-3% -$47.8K 0.66% 14
2026
Q1 		$1.6M Sell
2,463
-22
-0.9% -$15K 0.66% 13
2025
Q4 		$1.69M Buy
2,485
+940
+61% +$635K 0.71% 13
2025
Q3 		$1.03M Sell
1,545
-49
-3% -$31.4K 0.47% 17
2025
Q2 		$985K Buy
1,594
+133
+9% +$76K 0.45% 19
2025
Q1 		$817K Sell
1,461
-100
-6% -$58.8K 0.44% 19
2024
Q4 		$915K Buy
1,561
+478
+44% +$282K 0.46% 18
2024
Q3 		$621K Sell
1,083
-58
-5% -$32.1K 0.31% 25
2024
Q2 		$621K Buy
1,141
+69
+6% +$36.1K 0.32% 23
2024
Q1 		$561K Sell
1,072
-20
-2% -$10K 0.32% 26
2023
Q4 		$519K Buy
1,092
+2
+0.2% +$891 0.3% 28
2023
Q3 		$466K Buy
1,090
+2
+0.2% +$890 0.3% 27
2023
Q2 		$482K Buy
1,088
+1
+0.1% +$420 0.3% 28
2023
Q1 		$445K Sell
1,087
-32
-3% -$12.8K 0.29% 28
2022
Q4 		$428K Sell
1,119
-41
-4% -$15.8K 0.3% 24
2022
Q3 		$414K Sell
1,160
-127
-10% -$50.4K 0.33% 20
2022
Q2 		$486K Sell
1,287
-3
-0.2% -$1.23K 0.37% 18
2022
Q1 		$583K Buy
1,290
+173
+15% +$77K 0.38% 17
2021
Q4 		$531K Buy
1,117
+2
+0.2% +$918 0.38% 14
2021
Q3 		$479K Buy
1,115
+1
+0.1% +$441 0.36% 15
2021
Q2 		$477K Buy
1,114
+2
+0.2% +$835 0.37% 14
2021
Q1 		$441K Buy
1,112
+3
+0.3% +$1.16K 0.37% 15
2020
Q4 		$415K Buy
+1,109
New +$393K 0.38% 16

Other funds holding SPY

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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

AAF Wealth Management's SPY Position: Q3 2026 in Review

AAF Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 2,397 shares worth $1.83M. The position accounts for 0.66% of the portfolio, ranked #15.

AAF Wealth Management first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. 2,262 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • AAF Wealth Management held 2,397 shares of State Street SPDR S&P 500 ETF Trust worth $1.83M as of Q3 2026.
  • AAF Wealth Management 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 0.66% of AAF Wealth Management's portfolio in Q3 2026, its #15 holding.
  • AAF Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 24 quarters since.
  • 2,262 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.