Ameliora Wealth Management
SPY icon

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

Ameliora 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 		$8.48M Sell
11,120
-64
-0.6% -$48.6K 2.42% 12
2026
Q2 		$8.35M Sell
11,184
-515
-4% -$373K 2.48% 10
2026
Q1 		$7.61M Sell
11,699
-428
-4% -$291K 2.43% 8
2025
Q4 		$8.27M Hold
12,127
– – 2.52% 9
2025
Q3 		$8.08M Sell
12,127
-121
-1% -$77.6K 2.69% 10
2025
Q2 		$7.57M Sell
12,248
-57
-0.5% -$32.6K 2.71% 8
2025
Q1 		$6.88M Sell
12,305
-2,393
-16% -$1.41M 2.59% 8
2024
Q4 		$8.61M Buy
14,698
+6,899
+88% +$4.06M 3.23% 9
2024
Q3 		$4.47M Buy
7,799
+720
+10% +$398K 1.87% 14
2024
Q2 		$3.85M Hold
7,079
– – 1.75% 19
2024
Q1 		$3.7M Buy
7,079
+1,300
+22% +$647K 1.68% 20
2023
Q4 		$2.75M Buy
5,779
+1,080
+23% +$481K 1.36% 23
2023
Q3 		$2.01M Hold
4,699
– – 1.19% 32
2023
Q2 		$2.08M Sell
4,699
-1,202
-20% -$504K 1.29% 27
2023
Q1 		$2.42M Sell
5,901
-3,468
-37% -$1.38M 1.41% 23
2022
Q4 		$3.58M Hold
9,369
– – 1.92% 17
2022
Q3 		$3.34M Buy
9,369
+2,477
+36% +$984K 1.81% 17
2022
Q2 		$2.6M Hold
6,892
– – 3.08% 9
2022
Q1 		$2.86M Buy
6,892
+1,340
+24% +$597K 1.88% 12
2021
Q4 		$2.4M Buy
+5,552
New +$2.55M 2.2% 10

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 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

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

Ameliora Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.57% in Q3 2026, selling an estimated $48.6K and leaving 11,120 shares worth $8.48M. The position accounts for 2.42% of the portfolio, ranked #12.

Ameliora Wealth Management first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.61M in Q4 2024. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Ameliora Wealth Management held 11,120 shares of State Street SPDR S&P 500 ETF Trust worth $8.48M as of Q3 2026.
  • Ameliora Wealth Management sold 64 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $48.6K.
  • State Street SPDR S&P 500 ETF Trust made up 2.42% of Ameliora Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Ameliora Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 20 quarters since.
  • Ameliora Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $8.61M in Q4 2024.
  • 1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.