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

Central Valley 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	$6.37M	Buy	8,355 +33	+0.4%	+$25.1K	1.71%	17
2026 Q2	$6.21M	Sell	8,322 -310	-4%	-$225K	1.59%	17
2026 Q1	$5.61M	Buy	8,632 +115	+1%	+$78.2K	1.53%	17
2025 Q4	$5.81M	Sell	8,517 -171	-2%	-$116K	1.74%	17
2025 Q3	$5.79M	Sell	8,688 -674	-7%	-$432K	1.79%	16
2025 Q2	$5.78M	Sell	9,362 -381	-4%	-$218K	1.97%	16
2025 Q1	$5.45M	Sell	9,743 -444	-4%	-$261K	2.07%	14
2024 Q4	$5.97M	Sell	10,187 -39	-0.4%	-$23K	2.71%	8
2024 Q3	$5.87M	Buy	10,226 +127	+1%	+$70.2K	3.31%	5
2024 Q2	$4.48M	Buy	10,099 +72	+0.7%	+$37.7K	1.91%	12
2024 Q1	$5.25M	Sell	10,027 -85	-0.8%	-$42.3K	2.71%	7
2023 Q4	$4.81M	Buy	+10,112	New	+$4.5M	2.83%	6

Other funds holding SPY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

Central Valley Advisors's SPY Position: Q3 2026 in Review

Central Valley Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.4% in Q3 2026, buying an estimated $25.1K and bringing the position to 8,355 shares worth $6.37M. The position accounts for 1.71% of the portfolio, ranked #17.

Central Valley Advisors first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Central Valley Advisors held 8,355 shares of State Street SPDR S&P 500 ETF Trust worth $6.37M as of Q3 2026.
Central Valley Advisors bought 33 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $25.1K.
State Street SPDR S&P 500 ETF Trust made up 1.71% of Central Valley Advisors's portfolio in Q3 2026, its #17 holding.
Central Valley Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.