Aspect Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Aspect Partners’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	$35.9M	Sell	47,055 -12,996	-22%	-$9.9M	13.57%	1
2026 Q2	$44.8M	Buy	60,051 +31,870	+113%	+$23.1M	16.73%	1
2026 Q1	$18.3M	Sell	28,181 -17,679	-39%	-$12M	7.49%	3
2025 Q4	$31.3M	Buy	45,860 +14,988	+49%	+$10.1M	13.69%	1
2025 Q3	$20.6M	Sell	30,872 -460	-1%	-$295K	9.34%	1
2025 Q2	$19.4M	Sell	31,332 -18,257	-37%	-$10.4M	9.54%	1
2025 Q1	$27.7M	Buy	49,589 +1,452	+3%	+$853K	15.88%	1
2024 Q4	$28.2M	Sell	48,137 -11,562	-19%	-$6.81M	16.29%	1
2024 Q3	$34.3M	Sell	59,699 -1,436	-2%	-$794K	19.22%	1
2024 Q2	$33.3M	Buy	61,135 +22,585	+59%	+$11.8M	19.8%	1
2024 Q1	$20.2M	Sell	38,550 -27,460	-42%	-$13.7M	15.91%	1
2023 Q4	$31.4M	Buy	+66,010	New	+$29.4M	20.23%	1

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Aspect Partners's SPY Position: Q3 2026 in Review

Aspect Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 22% in Q3 2026, selling an estimated $9.9M and leaving 47,055 shares worth $35.9M. The position accounts for 13.57% of the portfolio, ranked #1.

Aspect Partners first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. The position peaked at $44.8M in Q2 2026. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Aspect Partners held 47,055 shares of State Street SPDR S&P 500 ETF Trust worth $35.9M as of Q3 2026.
Aspect Partners sold 12,996 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $9.9M.
State Street SPDR S&P 500 ETF Trust made up 13.57% of Aspect Partners's portfolio in Q3 2026, its #1 holding.
Aspect Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's State Street SPDR S&P 500 ETF Trust position peaked at $44.8M in Q2 2026.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.