Accurate Wealth Management
SPY icon

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

Accurate 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 		$35M Buy
44,973
+4,696
+12% +$3.57M 3.02% 3
2026
Q2 		$30.4M Buy
40,277
+3,086
+8% +$2.24M 2.9% 4
2026
Q1 		$25.3M Buy
37,191
+1,601
+4% +$1.09M 3.04% 3
2025
Q4 		$24.7M Buy
35,590
+2,698
+8% +$1.82M 3.13% 3
2025
Q3 		$21.8M Sell
32,892
-1,366
-4% -$876K 2.9% 3
2025
Q2 		$21.4M Buy
34,258
+868
+3% +$496K 3.28% 3
2025
Q1 		$17.8M Buy
33,390
+2,986
+10% +$1.76M 3.4% 3
2024
Q4 		$17.6M Buy
30,404
+15,105
+99% +$8.9M 3.39% 3
2024
Q3 		$8.87M Buy
15,299
+8,389
+121% +$4.64M 1.78% 6
2024
Q2 		$3.88M Buy
6,910
+217
+3% +$114K 0.93% 19
2024
Q1 		$3.31M Sell
6,693
-1,520
-19% -$757K 0.97% 26
2023
Q4 		$3.91M Sell
8,213
-165
-2% -$73.5K 1.22% 17
2023
Q3 		$3.65M Sell
8,378
-2,972
-26% -$1.32M 1.15% 19
2023
Q2 		$5.1M Sell
11,350
-3,905
-26% -$1.64M 1.59% 9
2023
Q1 		$6.25M Sell
15,255
-1,678
-10% -$669K 2.15% 8
2022
Q4 		$6.61M Buy
16,933
+8,191
+94% +$3.15M 2.43% 8
2022
Q3 		$4.12M Buy
8,742
+3,248
+59% +$1.29M 1.72% 10
2022
Q2 		$2.13M Buy
5,494
+122
+2% +$50K 1.16% 13
2022
Q1 		$2.43M Buy
5,372
+3,991
+289% +$1.78M 1.09% 14
2021
Q4 		$634K Buy
1,381
+166
+14% +$76.2K 0.52% 52
2021
Q3 		$527K Buy
1,215
+99
+9% +$43.7K 0.46% 58
2021
Q2 		$478K Buy
+1,116
New +$466K 0.42% 59

Other funds holding SPY

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

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

Accurate Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q3 2026, buying an estimated $3.57M and bringing the position to 44,973 shares worth $35M. The position accounts for 3.02% of the portfolio, ranked #3.

Accurate Wealth Management first reported a position in SPY in Q2 2021 and has held it in 22 quarters since. 3,413 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Accurate Wealth Management held 44,973 shares of State Street SPDR S&P 500 ETF Trust worth $35M as of Q3 2026.
  • Accurate Wealth Management bought 4,696 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $3.57M.
  • State Street SPDR S&P 500 ETF Trust made up 3.02% of Accurate Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Accurate Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and has held it in 22 quarters since.
  • 3,413 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.