ARS Wealth Advisors Group
SPY icon

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

ARS Wealth Advisors Group’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 		$3.3M Buy
4,329
+2
+0% +$1.52K 0.24% 56
2026
Q2 		$3.23M Sell
4,327
-36
-0.8% -$26.1K 0.25% 56
2026
Q1 		$2.84M Buy
4,363
+92
+2% +$62.6K 0.24% 55
2025
Q4 		$2.91M Sell
4,271
-2,344
-35% -$1.58M 0.26% 50
2025
Q3 		$4.41M Buy
6,615
+3,096
+88% +$1.98M 0.44% 44
2025
Q2 		$2.17M Sell
3,519
-77
-2% -$44K 0.25% 54
2025
Q1 		$2.01M Buy
3,596
+115
+3% +$67.6K 0.28% 47
2024
Q4 		$2.04M Sell
3,481
-99
-3% -$58.3K 0.28% 47
2024
Q3 		$2.05M Sell
3,580
-83
-2% -$45.9K 0.25% 52
2024
Q2 		$1.99M Sell
3,663
-42
-1% -$22K 0.26% 51
2024
Q1 		$1.94M Buy
3,705
+1,355
+58% +$675K 0.26% 51
2023
Q4 		$1.12M Sell
2,350
-444
-16% -$198K 0.17% 59
2023
Q3 		$1.19M Buy
2,794
+520
+23% +$231K 0.2% 62
2023
Q2 		$1.01M Sell
2,274
-119
-5% -$49.9K 0.16% 66
2023
Q1 		$980K Buy
2,393
+164
+7% +$65.4K 0.18% 57
2022
Q4 		$852K Buy
2,229
+299
+15% +$115K 0.14% 66
2022
Q3 		$690K Sell
1,930
-238
-11% -$94.5K 0.11% 85
2022
Q2 		$818K Buy
2,168
+1
+0% +$410 0.11% 86
2022
Q1 		$979K Buy
2,167
+451
+26% +$201K 0.17% 58
2021
Q4 		$815K Buy
1,716
+3
+0.2% +$1.38K 0.14% 64
2021
Q3 		$735K Buy
+1,713
New +$756K 0.13% 63

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
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

ARS Wealth Advisors Group's SPY Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.05% in Q3 2026, buying an estimated $1.52K and bringing the position to 4,329 shares worth $3.3M. The position accounts for 0.24% of the portfolio, ranked #56.

ARS Wealth Advisors Group first reported a position in SPY in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.41M in Q3 2025. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • ARS Wealth Advisors Group held 4,329 shares of State Street SPDR S&P 500 ETF Trust worth $3.3M as of Q3 2026.
  • ARS Wealth Advisors Group 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 0.24% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #56 holding.
  • ARS Wealth Advisors Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's State Street SPDR S&P 500 ETF Trust position peaked at $4.41M in Q3 2025.
  • 2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.