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

BAM 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	$280K	Sell	368 -153	-29%	-$116K	0.15%	155
2026 Q2	$389K	Buy	521 +152	+41%	+$110K	0.24%	117
2026 Q1	$240K	Buy	369 +27	+8%	+$18.4K	0.18%	135
2025 Q4	$234K	Buy	342 +24	+8%	+$16.2K	0.17%	137
2025 Q3	$212K	Buy	+318	New	+$204K	0.16%	144

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

BAM Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 29% in Q3 2026, selling an estimated $116K and leaving 368 shares worth $280K. The position accounts for 0.15% of the portfolio, ranked #155.

BAM Wealth Management first reported a position in SPY in Q3 2025 and has held it in 5 quarters since. The position peaked at $389K in Q2 2026. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

BAM Wealth Management held 368 shares of State Street SPDR S&P 500 ETF Trust worth $280K as of Q3 2026.
BAM Wealth Management sold 153 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $116K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of BAM Wealth Management's portfolio in Q3 2026, its #155 holding.
BAM Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 5 quarters since.
BAM Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $389K in Q2 2026.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.