Attessa Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Attessa Capital’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	$76.1M	Buy	99,828 +6,099	+7%	+$4.63M	32.67%	1
2026 Q2	$70M	Buy	93,729 +5,528	+6%	+$4.01M	31.4%	1
2026 Q1	$57.4M	Buy	88,201 +2,468	+3%	+$1.68M	31.2%	1
2025 Q4	$58.5M	Buy	85,733 +5,290	+7%	+$3.58M	31.96%	1
2025 Q3	$53.6M	Buy	80,443 +2,136	+3%	+$1.37M	31.58%	1
2025 Q2	$48.4M	Buy	78,307 +15,506	+25%	+$8.86M	30.98%	1
2025 Q1	$35.1M	Buy	62,801 +4,679	+8%	+$2.75M	22.98%	1
2024 Q4	$34.1M	Buy	+58,122	New	+$34.2M	23.22%	1

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Attessa Capital's SPY Position: Q3 2026 in Review

Attessa Capital increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.5% in Q3 2026, buying an estimated $4.63M and bringing the position to 99,828 shares worth $76.1M. The position accounts for 32.67% of the portfolio, ranked #1.

Attessa Capital first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Attessa Capital held 99,828 shares of State Street SPDR S&P 500 ETF Trust worth $76.1M as of Q3 2026.
Attessa Capital bought 6,099 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $4.63M.
State Street SPDR S&P 500 ETF Trust made up 32.67% of Attessa Capital's portfolio in Q3 2026, its #1 holding.
Attessa Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Attessa Capital's 13F filing for Q3 2026, filed 9 Oct 2026.