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

Accredited 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	$84.2K	Sell	155 -171	-52%	-$110K	0.06%	111
2025 Q2	$202K	Hold	326	–	–	0.16%	66
2025 Q1	$183K	Hold	326	–	–	0.15%	60
2024 Q4	$192K	Buy	+326	New	+$192K	0.17%	68

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

Accredited Wealth Management's SPY Position: Q3 2025 in Review

Accredited Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 52% in Q3 2025, selling an estimated $110K and leaving 155 shares worth $84.2K. The position accounts for 0.06% of the portfolio, ranked #111.

Accredited Wealth Management first reported a position in SPY in Q4 2024 and has held it in 4 quarters since. The position peaked at $202K in Q2 2025. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Accredited Wealth Management held 155 shares of State Street SPDR S&P 500 ETF Trust worth $84.2K as of Q3 2025.
Accredited Wealth Management sold 171 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $110K.
State Street SPDR S&P 500 ETF Trust made up 0.06% of Accredited Wealth Management's portfolio in Q3 2025, its #111 holding.
Accredited Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 4 quarters since.
Accredited Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $202K in Q2 2025.
4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.