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

Broadway Wealth Solutions’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	$593K	Sell	777 -31	-4%	-$23.6K	0.27%	32
2026 Q2	$603K	Buy	808 +2	+0.2%	+$1.45K	0.28%	30
2026 Q1	$524K	Sell	806 -20	-2%	-$13.6K	0.27%	32
2025 Q4	$563K	Buy	+826	New	+$558K	0.3%	27

Other funds holding SPY

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Broadway Wealth Solutions's SPY Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.8% in Q3 2026, selling an estimated $23.6K and leaving 777 shares worth $593K. The position accounts for 0.27% of the portfolio, ranked #32.

Broadway Wealth Solutions first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. The position peaked at $603K in Q2 2026. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Broadway Wealth Solutions held 777 shares of State Street SPDR S&P 500 ETF Trust worth $593K as of Q3 2026.
Broadway Wealth Solutions sold 31 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $23.6K.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Broadway Wealth Solutions's portfolio in Q3 2026, its #32 holding.
Broadway Wealth Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
Broadway Wealth Solutions's State Street SPDR S&P 500 ETF Trust position peaked at $603K in Q2 2026.
3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.