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

Ares Financial Consulting’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	$622K	Buy	815 +2	+0.2%	+$1.52K	0.43%	42
2026 Q2	$607K	Buy	813 +492	+153%	+$357K	0.44%	42
2026 Q1	$210K	Buy	321 +5	+2%	+$3.4K	0.17%	76
2025 Q4	$215K	Buy	+316	New	+$214K	0.21%	67

Other funds holding SPY

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Ares Financial Consulting's SPY Position: Q3 2026 in Review

Ares Financial Consulting increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.25% in Q3 2026, buying an estimated $1.52K and bringing the position to 815 shares worth $622K. The position accounts for 0.43% of the portfolio, ranked #42.

Ares Financial Consulting first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. 3,166 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Ares Financial Consulting held 815 shares of State Street SPDR S&P 500 ETF Trust worth $622K as of Q3 2026.
Ares Financial Consulting bought 2 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.52K.
State Street SPDR S&P 500 ETF Trust made up 0.43% of Ares Financial Consulting's portfolio in Q3 2026, its #42 holding.
Ares Financial Consulting first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
3,166 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.