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

Buska Wealth Management’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	$281K	Buy	368 +6	+2%	+$4.56K	0.1%	63
2026 Q2	$270K	Buy	362 +1	+0.3%	+$725	0.1%	68
2026 Q1	$235K	Hold	361	–	–	0.09%	67
2025 Q4	$246K	Buy	361 +25	+7%	+$16.9K	0.09%	65
2025 Q3	$224K	Hold	336	–	–	0.07%	68
2025 Q2	$208K	Buy	+336	New	+$192K	0.06%	65

Other funds holding SPY

VFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SDAM

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

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

Buska Wealth Management's SPY Position: Q3 2026 in Review

Buska Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q3 2026, buying an estimated $4.56K and bringing the position to 368 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #63.

Buska Wealth Management first reported a position in SPY in Q2 2025 and has held it in 6 quarters since. 366 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Buska Wealth Management held 368 shares of State Street SPDR S&P 500 ETF Trust worth $281K as of Q3 2026.
Buska Wealth Management bought 6 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $4.56K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Buska Wealth Management's portfolio in Q3 2026, its #63 holding.
Buska Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 6 quarters since.
366 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.