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

Advocate 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	$675K	Hold	885	–	–	0.1%	89
2026 Q2	$661K	Sell	885 -39	-4%	-$28.3K	0.1%	91
2026 Q1	$601K	Buy	924 +45	+5%	+$30.6K	0.09%	92
2025 Q4	$599K	Hold	879	–	–	0.1%	90
2025 Q3	$586K	Hold	879	–	–	0.1%	89
2025 Q2	$543K	Hold	879	–	–	0.1%	90
2025 Q1	$492K	Hold	879	–	–	0.09%	91
2024 Q4	$515K	Hold	879	–	–	0.1%	92
2024 Q3	$504K	Hold	879	–	–	0.09%	92
2024 Q2	$478K	Hold	879	–	–	0.1%	95
2024 Q1	$460K	Hold	879	–	–	0.09%	97
2023 Q4	$418K	Hold	879	–	–	0.09%	97
2023 Q3	$376K	Hold	879	–	–	0.09%	96
2023 Q2	$390K	Hold	879	–	–	0.09%	100
2023 Q1	$360K	Sell	879 -23	-3%	-$9.18K	0.08%	101
2022 Q4	$345K	Hold	902	–	–	0.07%	102
2022 Q3	$322K	Hold	902	–	–	0.08%	94
2022 Q2	$340K	Buy	+902	New	+$370K	0.08%	99

Other funds holding SPY

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Advocate Group's SPY Position: Q3 2026 in Review

Advocate Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 885 shares worth $675K. The position accounts for 0.1% of the portfolio, ranked #89.

Advocate Group first reported a position in SPY in Q2 2022 and has held it in 18 quarters since. 2,377 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Advocate Group held 885 shares of State Street SPDR S&P 500 ETF Trust worth $675K as of Q3 2026.
Advocate Group 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 0.1% of Advocate Group's portfolio in Q3 2026, its #89 holding.
Advocate Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 18 quarters since.
2,377 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.