Amplius Wealth Advisors
SPY icon

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

Amplius Wealth Advisors’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 		$10.5M Buy
13,830
+168
+1% +$128K 0.72% 31
2026
Q2 		$10.2M Buy
13,662
+3,358
+33% +$2.43M 0.75% 28
2026
Q1 		$6.7M Sell
10,304
-8
-0.1% -$5.44K 0.56% 29
2025
Q4 		$7.03M Buy
10,312
+172
+2% +$116K 0.59% 29
2025
Q3 		$6.76M Sell
10,140
-1,350
-12% -$865K 0.58% 30
2025
Q2 		$7.1M Buy
11,490
+240
+2% +$137K 0.66% 31
2025
Q1 		$6.29M Hold
11,250
– – 0.65% 31
2024
Q4 		$6.59M Buy
11,250
+43
+0.4% +$25.3K 0.68% 31
2024
Q3 		$6.43M Sell
11,207
-20
-0.2% -$11.1K 0.7% 31
2024
Q2 		$6.11M Sell
11,227
-55
-0.5% -$28.8K 0.68% 32
2024
Q1 		$5.9M Sell
11,282
-889
-7% -$443K 0.66% 31
2023
Q4 		$5.78M Buy
12,171
+605
+5% +$270K 0.7% 34
2023
Q3 		$4.94M Sell
11,566
-173
-1% -$76.9K 0.66% 33
2023
Q2 		$5.2M Sell
11,739
-624
-5% -$262K 0.7% 29
2023
Q1 		$5.06M Buy
12,363
+383
+3% +$153K 0.73% 27
2022
Q4 		$4.58M Buy
11,980
+104
+0.9% +$40K 0.73% 28
2022
Q3 		$4.24M Buy
11,876
+800
+7% +$318K 0.76% 28
2022
Q2 		$4.18M Buy
11,076
+513
+5% +$210K 0.68% 31
2022
Q1 		$4.77M Buy
10,563
+1
+0% +$445 0.73% 31
2021
Q4 		$5.02M Buy
+10,562
New +$4.85M 0.69% 32

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
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Amplius Wealth Advisors's SPY Position: Q3 2026 in Review

Amplius Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q3 2026, buying an estimated $128K and bringing the position to 13,830 shares worth $10.5M. The position accounts for 0.72% of the portfolio, ranked #31.

Amplius Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. 1,863 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Amplius Wealth Advisors held 13,830 shares of State Street SPDR S&P 500 ETF Trust worth $10.5M as of Q3 2026.
  • Amplius Wealth Advisors bought 168 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $128K.
  • State Street SPDR S&P 500 ETF Trust made up 0.72% of Amplius Wealth Advisors's portfolio in Q3 2026, its #31 holding.
  • Amplius Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 20 quarters since.
  • 1,863 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.