Barlow Wealth Partners
SPY icon

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

Barlow Wealth Partners’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 		$1.26M Sell
1,620
-2
-0.1% -$1.52K 0.13% 47
2026
Q2 		$1.21M Hold
1,622
– – 0.13% 53
2026
Q1 		$1.15M Buy
1,622
+19
+1% +$12.9K 0.13% 54
2025
Q4 		$1.11M Sell
1,603
-10
-0.6% -$6.76K 0.12% 53
2025
Q3 		$1.08M Buy
1,613
+152
+10% +$97.4K 0.12% 57
2025
Q2 		$906K Buy
1,461
+1
+0.1% +$572 0.11% 59
2025
Q1 		$804K Sell
1,460
-35
-2% -$20.6K 0.11% 63
2024
Q4 		$886K Buy
1,495
+25
+2% +$14.7K 0.11% 62
2024
Q3 		$835K Hold
1,470
– – 0.11% 68
2024
Q2 		$796K Buy
1,470
+204
+16% +$107K 0.11% 71
2024
Q1 		$647K Buy
1,266
+2
+0.2% +$996 0.09% 78
2023
Q4 		$601K Buy
+1,264
New +$563K 0.09% 79

Other funds holding SPY

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barlow Wealth Partners's SPY Position: Q3 2026 in Review

Barlow Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.12% in Q3 2026, selling an estimated $1.52K and leaving 1,620 shares worth $1.26M. The position accounts for 0.13% of the portfolio, ranked #47.

Barlow Wealth Partners first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 3,329 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Barlow Wealth Partners held 1,620 shares of State Street SPDR S&P 500 ETF Trust worth $1.26M as of Q3 2026.
  • Barlow Wealth Partners sold 2 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.52K.
  • State Street SPDR S&P 500 ETF Trust made up 0.13% of Barlow Wealth Partners's portfolio in Q3 2026, its #47 holding.
  • Barlow Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
  • 3,329 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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