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

Acima Private Wealth’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	$762K	Hold	999	–	–	0.22%	60
2026 Q2	$746K	Hold	999	–	–	0.22%	66
2026 Q1	$650K	Hold	999	–	–	0.2%	66
2025 Q4	$681K	Hold	999	–	–	0.21%	65
2025 Q3	$666K	Hold	999	–	–	0.21%	67
2025 Q2	$617K	Hold	999	–	–	0.21%	66
2025 Q1	$559K	Hold	999	–	–	0.2%	66
2024 Q4	$585K	Hold	999	–	–	0.2%	70
2024 Q3	$573K	Hold	999	–	–	0.19%	71
2024 Q2	$544K	Hold	999	–	–	0.2%	73
2024 Q1	$523K	Hold	999	–	–	0.19%	80
2023 Q4	$475K	Hold	999	–	–	0.19%	83
2023 Q3	$427K	Hold	999	–	–	0.19%	89
2023 Q2	$443K	Hold	999	–	–	0.21%	85
2023 Q1	$409K	Hold	999	–	–	0.2%	90
2022 Q4	$382K	Hold	999	–	–	0.2%	90
2022 Q3	$357K	Hold	999	–	–	0.18%	89
2022 Q2	$377K	Hold	999	–	–	0.19%	90
2022 Q1	$451K	Hold	999	–	–	0.21%	92
2021 Q4	$474K	Hold	999	–	–	0.2%	87
2021 Q3	$429K	Hold	999	–	–	0.2%	86
2021 Q2	$428K	Hold	999	–	–	0.2%	90
2021 Q1	$396K	Hold	999	–	–	0.19%	90
2020 Q4	$374K	Hold	999	–	–	0.19%	86
2020 Q3	$335K	Hold	999	–	–	0.2%	84
2020 Q2	$308K	Hold	999	–	–	0.2%	91
2020 Q1	$257K	Hold	999	–	–	0.2%	95
2019 Q4	$322K	Hold	999	–	–	0.22%	101
2019 Q3	$296K	Hold	999	–	–	0.23%	98
2019 Q2	$293K	Hold	999	–	–	0.23%	95
2019 Q1	$282K	Hold	999	–	–	0.24%	94
2018 Q4	$250K	Buy	+999	New	+$269K	0.24%	93

Other funds holding SPY

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

SDAM

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Acima Private Wealth's SPY Position: Q3 2026 in Review

Acima Private Wealth held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 999 shares worth $762K. The position accounts for 0.22% of the portfolio, ranked #60.

Acima Private Wealth first reported a position in SPY in Q4 2018 and has held it in 32 quarters since. 614 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Acima Private Wealth held 999 shares of State Street SPDR S&P 500 ETF Trust worth $762K as of Q3 2026.
Acima Private Wealth left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Acima Private Wealth's portfolio in Q3 2026, its #60 holding.
Acima Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 32 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.