Benchmark Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Benchmark Financial’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	$915K	Buy	1,200 +4	+0.3%	+$3.04K	0.7%	28
2026 Q2	$893K	Buy	1,196 +1	+0.1%	+$725	0.73%	27
2026 Q1	$777K	Buy	1,195 +1	+0.1%	+$680	0.7%	26
2025 Q4	$814K	Buy	+1,194	New	+$807K	0.81%	25

Other funds holding SPY

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

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

Benchmark Financial's SPY Position: Q3 2026 in Review

Benchmark Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.33% in Q3 2026, buying an estimated $3.04K and bringing the position to 1,200 shares worth $915K. The position accounts for 0.7% of the portfolio, ranked #28.

Benchmark Financial first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. 3,038 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Benchmark Financial held 1,200 shares of State Street SPDR S&P 500 ETF Trust worth $915K as of Q3 2026.
Benchmark Financial bought 4 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $3.04K.
State Street SPDR S&P 500 ETF Trust made up 0.7% of Benchmark Financial's portfolio in Q3 2026, its #28 holding.
Benchmark Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
3,038 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.