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

Blodgett Wealth Advisors’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	$1.79M	Hold	2,345	–	–	1.22%	14
2026 Q2	$1.75M	Sell	2,345 -159	-6%	-$115K	1.17%	16
2026 Q1	$1.63M	Hold	2,504	–	–	1.29%	15
2025 Q4	$1.71M	Hold	2,504	–	–	1.19%	16
2025 Q3	$1.67M	Hold	2,504	–	–	1.15%	16
2025 Q2	$1.55M	Hold	2,504	–	–	1.21%	16
2025 Q1	$1.4M	Hold	2,504	–	–	1.19%	18
2024 Q4	$1.47M	Hold	2,504	–	–	1.15%	16
2024 Q3	$1.44M	Hold	2,504	–	–	1.21%	16
2024 Q2	$1.36M	Hold	2,504	–	–	1.15%	17
2024 Q1	$1.31M	Hold	2,504	–	–	1.18%	16
2023 Q4	$1.19M	Hold	2,504	–	–	1.21%	18
2023 Q3	$1.07M	Hold	2,504	–	–	1.17%	20
2023 Q2	$1.11M	Hold	2,504	–	–	1.15%	20
2023 Q1	$1.03M	Sell	2,504 -100	-4%	-$39.9K	1.19%	22
2022 Q4	$996K	Hold	2,604	–	–	1.21%	23
2022 Q3	$930K	Sell	2,604 -80	-3%	-$31.8K	1.11%	24
2022 Q2	$1.01M	Buy	2,684 +180	+7%	+$73.7K	1.11%	22
2022 Q1	$1.13M	Hold	2,504	–	–	0.94%	28
2021 Q4	$1.19M	Buy	+2,504	New	+$1.15M	0.92%	25

Other funds holding SPY

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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Blodgett Wealth Advisors's SPY Position: Q3 2026 in Review

Blodgett Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 2,345 shares worth $1.79M. The position accounts for 1.22% of the portfolio, ranked #14.

Blodgett Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Blodgett Wealth Advisors held 2,345 shares of State Street SPDR S&P 500 ETF Trust worth $1.79M as of Q3 2026.
Blodgett Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 1.22% of Blodgett Wealth Advisors's portfolio in Q3 2026, its #14 holding.
Blodgett Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 20 quarters since.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.