ABLE Financial Group
SPY icon

ABLE Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

ABLE Financial Group’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 		$5.75M Buy
7,540
+169
+2% +$128K 0.9% 30
2026
Q2 		$5.5M Sell
7,371
-41
-0.6% -$29.7K 0.92% 30
2026
Q1 		$4.82M Sell
7,412
-41
-0.6% -$27.9K 0.94% 30
2025
Q4 		$5.08M Buy
7,453
+65
+0.9% +$43.9K 1.03% 26
2025
Q3 		$4.92M Buy
7,388
+216
+3% +$138K 1.07% 27
2025
Q2 		$4.43M Sell
7,172
-923
-11% -$528K 1.07% 27
2025
Q1 		$4.53M Sell
8,095
-10
-0.1% -$5.88K 1.27% 21
2024
Q4 		$4.75M Sell
8,105
-42
-0.5% -$24.7K 1.4% 20
2024
Q3 		$4.67M Buy
8,147
+120
+1% +$66.4K 1.44% 18
2024
Q2 		$4.37M Buy
8,027
+3,614
+82% +$1.89M 1.58% 17
2024
Q1 		$2.31M Sell
4,413
-2
-0% -$996 0.91% 27
2023
Q4 		$2.1M Buy
4,415
+149
+3% +$66.4K 0.91% 27
2023
Q3 		$1.82M Sell
4,266
-79
-2% -$35.1K 0.91% 24
2023
Q2 		$1.93M Buy
4,345
+23
+0.5% +$9.7K 1% 23
2023
Q1 		$1.77M Buy
+4,322
New +$1.72M 1.15% 22

Other funds holding SPY

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 19.15% 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 26.78% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

ABLE Financial Group's SPY Position: Q3 2026 in Review

ABLE Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q3 2026, buying an estimated $128K and bringing the position to 7,540 shares worth $5.75M. The position accounts for 0.9% of the portfolio, ranked #30.

ABLE Financial Group first reported a position in SPY in Q1 2023 and has held it in 15 quarters since. 1,096 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • ABLE Financial Group held 7,540 shares of State Street SPDR S&P 500 ETF Trust worth $5.75M as of Q3 2026.
  • ABLE Financial Group bought 169 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $128K.
  • State Street SPDR S&P 500 ETF Trust made up 0.9% of ABLE Financial Group's portfolio in Q3 2026, its #30 holding.
  • ABLE Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 15 quarters since.
  • 1,096 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.