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

AtlasMark Financial’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	$5.67M	Hold	7,430	–	–	2.77%	11
2026 Q2	$5.55M	Hold	7,430	–	–	2.73%	13
2026 Q1	$5.07M	Hold	7,430	–	–	3.27%	8
2025 Q4	$5.07M	Hold	7,430	–	–	3.27%	8
2025 Q3	$4.95M	Hold	7,430	–	–	3.31%	8
2025 Q2	$4.59M	Hold	7,430	–	–	3.49%	9
2025 Q1	$4.16M	Hold	7,430	–	–	3.86%	7
2024 Q4	$4.35M	Sell	7,430 -100	-1%	-$58.9K	4%	7
2024 Q3	$4.32M	Buy	+7,530	New	+$4.16M	4.02%	7
2023 Q2	$3.29M	Hold	7,430	–	–	4.05%	7
2023 Q1	$3.04M	Buy	+7,430	New	+$2.96M	3.99%	7
2022 Q3	$2.65M	Hold	7,430	–	–	3.97%	7
2022 Q2	$2.8M	Hold	7,430	–	–	4.06%	7
2022 Q1	$3.36M	Hold	7,430	–	–	4.3%	7
2021 Q4	$3.53M	Hold	7,430	–	–	4.27%	7
2021 Q3	$3.19M	Sell	7,430 -1,770	-19%	-$781K	4.26%	7
2021 Q2	$3.94M	Hold	9,200	–	–	5.16%	5
2021 Q1	$3.65M	Hold	9,200	–	–	5.1%	5
2020 Q4	$3.44M	Hold	9,200	–	–	5.2%	5
2020 Q3	$3.08M	Hold	9,200	–	–	5.34%	4
2020 Q2	$2.84M	Hold	9,200	–	–	5.6%	4
2020 Q1	$2.37M	Hold	9,200	–	–	5.92%	4
2019 Q4	$2.96M	Hold	9,200	–	–	6.79%	4
2019 Q3	$2.73M	Buy	+9,200	New	+$2.72M	6.81%	4

Other funds holding SPY

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

AtlasMark Financial's SPY Position: Q3 2026 in Review

AtlasMark Financial held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 7,430 shares worth $5.67M. The position accounts for 2.77% of the portfolio, ranked #11.

AtlasMark Financial first reported a position in SPY in Q3 2019 and has held it in 24 quarters since. 2,138 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

AtlasMark Financial held 7,430 shares of State Street SPDR S&P 500 ETF Trust worth $5.67M as of Q3 2026.
AtlasMark Financial left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 2.77% of AtlasMark Financial's portfolio in Q3 2026, its #11 holding.
AtlasMark Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 24 quarters since.
2,138 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on AtlasMark Financial's 13F filing for Q3 2026, filed 13 Oct 2026.