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

Chapman 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 		$122K Hold
160
– – 0.08% 145
2026
Q2 		$119K Hold
160
– – 0.08% 149
2026
Q1 		$104K Buy
160
+108
+208% +$73.4K 0.07% 153
2025
Q4 		$35.5K Hold
52
– – 0.02% 195
2025
Q3 		$34.6K Hold
52
– – 0.02% 191
2025
Q2 		$32.1K Buy
+52
New +$29.7K 0.03% 154
2024
Q4 		$30.5K Buy
+52
New +$30.6K 0.02% 159

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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

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

Chapman Financial Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 160 shares worth $122K. The position accounts for 0.08% of the portfolio, ranked #145.

Chapman Financial Group first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 3,532 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Chapman Financial Group held 160 shares of State Street SPDR S&P 500 ETF Trust worth $122K as of Q3 2026.
  • Chapman 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 0.08% of Chapman Financial Group's portfolio in Q3 2026, its #145 holding.
  • Chapman Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • 3,532 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.