Atwater Malick’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Atwater Malick’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	$573K	Hold	751	–	–	0.13%	74
2026 Q2	$561K	Hold	751	–	–	0.12%	73
2026 Q1	$488K	Buy	751 +1	+0.1%	+$680	0.13%	62
2025 Q4	$511K	Hold	750	–	–	0.14%	54
2025 Q3	$500K	Buy	750 +40	+6%	+$25.6K	0.15%	56
2025 Q2	$439K	Hold	710	–	–	0.14%	57
2025 Q1	$397K	Hold	710	–	–	0.13%	58
2024 Q4	$416K	Hold	710	–	–	0.14%	53
2024 Q3	$407K	Buy	710 +4	+0.6%	+$2.21K	0.13%	56
2024 Q2	$384K	Hold	706	–	–	0.13%	57
2024 Q1	$369K	Buy	+706	New	+$351K	0.13%	61
2019 Q4	–	Sell	-235	Closed	-$70K	–	174
2019 Q3	$70K	Buy	+235	New	+$69.4K	0.06%	63

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

Atwater Malick's SPY Position: Q3 2026 in Review

Atwater Malick held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 751 shares worth $573K. The position accounts for 0.13% of the portfolio, ranked #74.

Atwater Malick first reported a position in SPY in Q3 2019 and has held it in 12 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Atwater Malick held 751 shares of State Street SPDR S&P 500 ETF Trust worth $573K as of Q3 2026.
Atwater Malick 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 0.13% of Atwater Malick's portfolio in Q3 2026, its #74 holding.
Atwater Malick first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 12 quarters since.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.