AAFMAA Wealth Management & Trust
SPY icon

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

AAFMAA Wealth Management & Trust’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 		$28.7M Buy
37,749
+17,965
+91% +$13.6M 9.84% 1
2026
Q2 		$14.8M Buy
19,784
+794
+4% +$576K 5.16% 6
2026
Q1 		$12.3M Sell
18,990
-3,514
-16% -$2.39M 4.79% 6
2025
Q4 		$15.3M Buy
22,504
+128
+0.6% +$86.5K 6.01% 5
2025
Q3 		$14.9M Buy
22,376
+205
+0.9% +$131K 5.91% 5
2025
Q2 		$13.7M Buy
22,171
+1,778
+9% +$1.02M 5.66% 5
2025
Q1 		$11.4M Buy
20,393
+29
+0.1% +$17K 5.18% 2
2024
Q4 		$11.9M Buy
20,364
+186
+0.9% +$110K 5.23% 3
2024
Q3 		$11.6M Buy
20,178
+12,024
+147% +$6.65M 5.11% 3
2024
Q2 		$4.44M Buy
8,154
+7,294
+848% +$3.82M 2.18% 10
2024
Q1 		$450K Hold
860
– – 0.25% 58
2023
Q4 		$409K Buy
860
+4
+0.5% +$1.78K 0.23% 49
2023
Q3 		$366K Hold
856
– – 0.34% 41
2023
Q2 		$379K Sell
856
-61
-7% -$25.6K 0.31% 40
2023
Q1 		$375K Sell
917
-15
-2% -$5.98K 0.3% 43
2022
Q4 		$356K Sell
932
-10
-1% -$3.84K 0.32% 48
2022
Q3 		$336K Buy
+942
New +$374K 0.25% 58
2022
Q2 		– Sell
-11,273
Closed -$5.09M – 71
2022
Q1 		$5.09M Buy
11,273
+9,461
+522% +$4.21M 2.35% 16
2021
Q4 		$861K Buy
1,812
+201
+12% +$92.3K 0.38% 48
2021
Q3 		$691K Sell
1,611
-196
-11% -$86.5K 0.33% 53
2021
Q2 		$774K Sell
1,807
-59
-3% -$24.6K 0.36% 50
2021
Q1 		$739K Buy
1,866
+487
+35% +$188K 0.36% 49
2020
Q4 		$515K Buy
+1,379
New +$489K 0.25% 53

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AAFMAA Wealth Management & Trust's SPY Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 91% in Q3 2026, buying an estimated $13.6M and bringing the position to 37,749 shares worth $28.7M. The position accounts for 9.84% of the portfolio, ranked #1.

AAFMAA Wealth Management & Trust first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • AAFMAA Wealth Management & Trust held 37,749 shares of State Street SPDR S&P 500 ETF Trust worth $28.7M as of Q3 2026.
  • AAFMAA Wealth Management & Trust bought 17,965 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $13.6M.
  • State Street SPDR S&P 500 ETF Trust made up 9.84% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #1 holding.
  • AAFMAA Wealth Management & Trust first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • 2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.