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

Able 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	$2.92M	Sell	3,766 -190	-5%	-$144K	0.64%	33
2026 Q2	$2.95M	Sell	3,956 -122	-3%	-$88.5K	0.68%	36
2026 Q1	$2.65M	Buy	4,078 +916	+29%	+$623K	0.71%	36
2025 Q4	$2.16M	Buy	3,162 +81	+3%	+$54.7K	0.68%	35
2025 Q3	$2.05M	Buy	3,081 +80	+3%	+$51.3K	0.77%	36
2025 Q2	$1.85M	Buy	3,001 +163	+6%	+$93.2K	0.94%	29
2025 Q1	$1.59M	Buy	2,838 +236	+9%	+$139K	0.94%	30
2024 Q4	$1.53M	Buy	2,602 +118	+5%	+$69.5K	1%	25
2024 Q3	$1.43M	Buy	2,484 +59	+2%	+$32.6K	1.08%	18
2024 Q2	$1.32M	Sell	2,425 -58	-2%	-$30.4K	1.09%	21
2024 Q1	$1.3M	Buy	2,483 +41	+2%	+$20.4K	1.13%	20
2023 Q4	$1.16M	Buy	+2,442	New	+$1.09M	1.05%	20

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

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

Able Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.8% in Q3 2026, selling an estimated $144K and leaving 3,766 shares worth $2.92M. The position accounts for 0.64% of the portfolio, ranked #33.

Able Wealth Management first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.95M in Q2 2026. 1,767 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Able Wealth Management held 3,766 shares of State Street SPDR S&P 500 ETF Trust worth $2.92M as of Q3 2026.
Able Wealth Management sold 190 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $144K.
State Street SPDR S&P 500 ETF Trust made up 0.64% of Able Wealth Management's portfolio in Q3 2026, its #33 holding.
Able Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
Able Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.95M in Q2 2026.
1,767 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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