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

Align Financial’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 		$1.18M Sell
1,542
-198
-11% -$150K 0.56% 26
2026
Q2 		$1.3M Sell
1,740
-26
-1% -$18.9K 0.64% 23
2026
Q1 		$1.15M Buy
1,766
+6
+0.3% +$4.08K 0.65% 23
2025
Q4 		$1.2M Buy
+1,760
New +$1.19M 0.7% 23

Other funds holding SPY

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Align Financial's SPY Position: Q3 2026 in Review

Align Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q3 2026, selling an estimated $150K and leaving 1,542 shares worth $1.18M. The position accounts for 0.56% of the portfolio, ranked #26.

Align Financial first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.3M in Q2 2026. 843 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Align Financial held 1,542 shares of State Street SPDR S&P 500 ETF Trust worth $1.18M as of Q3 2026.
  • Align Financial sold 198 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $150K.
  • State Street SPDR S&P 500 ETF Trust made up 0.56% of Align Financial's portfolio in Q3 2026, its #26 holding.
  • Align Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
  • Align Financial's State Street SPDR S&P 500 ETF Trust position peaked at $1.3M in Q2 2026.
  • 843 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.