Carter Financial Group
SPY icon

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

Carter Financial Group’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 		$1.5M Hold
1,966
– – 0.77% 30
2026
Q2 		$1.47M Sell
1,966
-1
-0.1% -$725 0.76% 30
2026
Q1 		$1.28M Sell
1,967
-9
-0.5% -$6.12K 0.79% 30
2025
Q4 		$1.35M Sell
1,976
-11
-0.6% -$7.44K 0.8% 28
2025
Q3 		$1.33M Sell
1,987
-18
-0.9% -$11.5K 0.8% 29
2025
Q2 		$1.24M Buy
+2,005
New +$1.15M 0.81% 28

Other funds holding SPY

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Carter Financial Group's SPY Position: Q3 2026 in Review

Carter Financial Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 1,966 shares worth $1.5M. The position accounts for 0.77% of the portfolio, ranked #30.

Carter Financial Group first reported a position in SPY in Q2 2025 and has held it in 6 quarters since. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Carter Financial Group held 1,966 shares of State Street SPDR S&P 500 ETF Trust worth $1.5M as of Q3 2026.
  • Carter Financial Group 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 0.77% of Carter Financial Group's portfolio in Q3 2026, its #30 holding.
  • Carter Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 6 quarters since.
  • 3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.