Aviso Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Aviso Wealth Management’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	$616K	Sell	808 -30	-4%	-$22.8K	0.24%	81
2026 Q2	$626K	Buy	838 +14	+2%	+$10.2K	0.21%	82
2026 Q1	$536K	Buy	824 +412	+100%	+$280K	0.24%	86
2025 Q4	$281K	Buy	412 +2	+0.5%	+$1.35K	0.12%	124
2025 Q3	$273K	Hold	410	–	–	0.12%	120
2025 Q2	$253K	Buy	+410	New	+$234K	0.12%	122
2024 Q4	–	Sell	-392	Closed	-$225K	–	151
2024 Q3	$225K	Sell	392 -401	-51%	-$222K	0.12%	136
2024 Q2	$432K	Buy	+793	New	+$415K	0.26%	87

Other funds holding SPY

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

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

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Aviso Wealth Management's SPY Position: Q3 2026 in Review

Aviso Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.6% in Q3 2026, selling an estimated $22.8K and leaving 808 shares worth $616K. The position accounts for 0.24% of the portfolio, ranked #81.

Aviso Wealth Management first reported a position in SPY in Q2 2024 and has held it in 8 quarters since. The position peaked at $626K in Q2 2026. 3,287 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Aviso Wealth Management held 808 shares of State Street SPDR S&P 500 ETF Trust worth $616K as of Q3 2026.
Aviso Wealth Management sold 30 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $22.8K.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Aviso Wealth Management's portfolio in Q3 2026, its #81 holding.
Aviso Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 8 quarters since.
Aviso Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $626K in Q2 2026.
3,287 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.