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

Abich Financial 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
2025 Q3	$22.4M	Buy	+33,584	New	+$21.5M	7.96%	3
2024 Q3	$149K	Sell	259 -668	-72%	-$369K	0.33%	32
2024 Q2	$504K	Buy	927 +230	+33%	+$120K	0.34%	13
2024 Q1	$365K	Buy	697 +585	+522%	+$291K	0.28%	17
2023 Q4	$53.2K	Buy	+112	New	+$49.9K	0.05%	102

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abich Financial Wealth Management's SPY Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2025: 33,584 shares worth $22.4M. The stake represents 7.96% of the portfolio and ranks #3 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SPY as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in SPY in Q4 2023 and has held it in 5 quarters since. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Abich Financial Wealth Management held 33,584 shares of State Street SPDR S&P 500 ETF Trust worth $22.4M as of Q3 2025.
State Street SPDR S&P 500 ETF Trust was a new Abich Financial Wealth Management position in Q3 2025.
State Street SPDR S&P 500 ETF Trust made up 7.96% of Abich Financial Wealth Management's portfolio in Q3 2025, its #3 holding.
Abich Financial Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 5 quarters since.
4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.