Bill Few Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bill Few Associates’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	$2.05M	Sell	2,692 -259	-9%	-$197K	0.42%	59
2026 Q2	$2.2M	Sell	2,951 -33	-1%	-$23.9K	0.47%	55
2026 Q1	$1.94M	Buy	2,984 +7	+0.2%	+$4.76K	0.46%	56
2025 Q4	$2.03M	Sell	2,977 -714	-19%	-$483K	0.5%	51
2025 Q3	$2.46M	Sell	3,691 -15	-0.4%	-$9.62K	0.63%	39
2025 Q2	$2.29M	Hold	3,706	–	–	0.65%	39
2025 Q1	$2.07M	Sell	3,706 -32	-0.9%	-$18.8K	0.74%	40
2024 Q4	$2.19M	Buy	3,738 +1	+0%	+$589	0.77%	37
2024 Q3	$2.14M	Buy	3,737 +642	+21%	+$355K	0.76%	38
2024 Q2	$1.68M	Hold	3,095	–	–	0.65%	41
2024 Q1	$1.62M	Sell	3,095 -98	-3%	-$48.8K	0.66%	40
2023 Q4	$1.52M	Sell	3,193 -107	-3%	-$47.7K	0.69%	38
2023 Q3	$1.41M	Hold	3,300	–	–	0.74%	36
2023 Q2	$1.46M	Hold	3,300	–	–	0.76%	35
2023 Q1	$1.35M	Hold	3,300	–	–	0.75%	35
2022 Q4	$1.26M	Buy	3,300 +23	+0.7%	+$8.84K	0.75%	36
2022 Q3	$1.17M	Buy	3,277 +544	+20%	+$216K	0.79%	34
2022 Q2	$1.03M	Sell	2,733 -20	-0.7%	-$8.19K	0.66%	35
2022 Q1	$1.24M	Buy	2,753 +23	+0.8%	+$10.2K	0.68%	35
2021 Q4	$1.3M	Buy	+2,730	New	+$1.25M	0.67%	36

Other funds holding SPY

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

FCM

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Bill Few Associates's SPY Position: Q3 2026 in Review

Bill Few Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.8% in Q3 2026, selling an estimated $197K and leaving 2,692 shares worth $2.05M. The position accounts for 0.42% of the portfolio, ranked #59.

Bill Few Associates first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.46M in Q3 2025. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Bill Few Associates held 2,692 shares of State Street SPDR S&P 500 ETF Trust worth $2.05M as of Q3 2026.
Bill Few Associates sold 259 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $197K.
State Street SPDR S&P 500 ETF Trust made up 0.42% of Bill Few Associates's portfolio in Q3 2026, its #59 holding.
Bill Few Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 20 quarters since.
Bill Few Associates's State Street SPDR S&P 500 ETF Trust position peaked at $2.46M in Q3 2025.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.