Advus Financial Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Advus Financial Partners’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	$589K	Buy	772 +35	+5%	+$26.6K	0.17%	81
2026 Q2	$552K	Buy	737 +205	+39%	+$149K	0.16%	83
2026 Q1	$347K	Sell	532 -62	-10%	-$42.2K	0.13%	54
2025 Q4	$406K	Buy	594 +1	+0.2%	+$676	0.15%	52
2025 Q3	$397K	Hold	593	–	–	0.15%	51
2025 Q2	$368K	Sell	593 -30	-5%	-$17.1K	0.15%	52
2025 Q1	$350K	Hold	623	–	–	0.15%	50
2024 Q4	$367K	Sell	623 -3	-0.5%	-$1.77K	0.16%	48
2024 Q3	$361K	Sell	626 -85	-12%	-$47K	0.15%	52
2024 Q2	$388K	Hold	711	–	–	0.17%	50
2024 Q1	$373K	Sell	711 -9	-1%	-$4.48K	0.17%	49
2023 Q4	$344K	Sell	720 -120	-14%	-$53.5K	0.17%	47
2023 Q3	$360K	Hold	840	–	–	0.19%	45
2023 Q2	$374K	Hold	840	–	–	0.2%	44
2023 Q1	$345K	Sell	840 -131	-13%	-$52.3K	0.19%	45
2022 Q4	$373K	Sell	971 -75	-7%	-$28.8K	0.21%	48
2022 Q3	$375K	Hold	1,046	–	–	0.27%	43
2022 Q2	$396K	Buy	1,046 +16	+2%	+$6.56K	0.27%	40
2022 Q1	$467K	Buy	1,030 +16	+2%	+$7.12K	0.32%	38
2021 Q4	$483K	Hold	1,014	–	–	0.34%	29
2021 Q3	$482K	Buy	+1,014	New	+$447K	0.27%	44

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Advus Financial Partners's SPY Position: Q3 2026 in Review

Advus Financial Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.7% in Q3 2026, buying an estimated $26.6K and bringing the position to 772 shares worth $589K. The position accounts for 0.17% of the portfolio, ranked #81.

Advus Financial Partners first reported a position in SPY in Q3 2021 and has held it in 21 quarters since. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Advus Financial Partners held 772 shares of State Street SPDR S&P 500 ETF Trust worth $589K as of Q3 2026.
Advus Financial Partners bought 35 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $26.6K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of Advus Financial Partners's portfolio in Q3 2026, its #81 holding.
Advus Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and has held it in 21 quarters since.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.