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

BankPlus 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	$3.82M	Sell	5,013 -89	-2%	-$67.6K	1.67%	13
2026 Q2	$3.81M	Sell	5,102 -30	-0.6%	-$21.8K	1.72%	13
2026 Q1	$3.34M	Sell	5,132 -153	-3%	-$104K	1.72%	11
2025 Q4	$3.6M	Sell	5,285 -191	-3%	-$129K	1.99%	10
2025 Q3	$3.65M	Sell	5,476 -111	-2%	-$71.2K	2.15%	8
2025 Q2	$3.45M	Sell	5,587 -26	-0.5%	-$14.9K	2.29%	7
2025 Q1	$3.14M	Sell	5,613 -436	-7%	-$256K	2.31%	5
2024 Q4	$3.55M	Buy	+6,049	New	+$3.56M	2.64%	6

Other funds holding SPY

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 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

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

BankPlus Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q3 2026, selling an estimated $67.6K and leaving 5,013 shares worth $3.82M. The position accounts for 1.67% of the portfolio, ranked #13.

BankPlus Wealth Management first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

BankPlus Wealth Management held 5,013 shares of State Street SPDR S&P 500 ETF Trust worth $3.82M as of Q3 2026.
BankPlus Wealth Management sold 89 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $67.6K.
State Street SPDR S&P 500 ETF Trust made up 1.67% of BankPlus Wealth Management's portfolio in Q3 2026, its #13 holding.
BankPlus Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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