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

Choice Wealth 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	$670K	Buy	879 +2	+0.2%	+$1.52K	0.23%	26
2026 Q2	$655K	Buy	877 +2	+0.2%	+$1.45K	0.23%	27
2026 Q1	$569K	Sell	875 -174	-17%	-$118K	0.22%	26
2025 Q4	$715K	Sell	1,049 -57	-5%	-$38.5K	0.28%	24
2025 Q3	$737K	Buy	1,106 +2	+0.2%	+$1.28K	0.32%	23
2025 Q2	$682K	Hold	1,104	–	–	0.31%	22
2025 Q1	$618K	Buy	1,104 +34	+3%	+$20K	0.32%	19
2024 Q4	$627K	Buy	1,070 +721	+207%	+$425K	0.32%	21
2024 Q3	$200K	Buy	+349	New	+$193K	0.1%	30
2022 Q3	–	Sell	-3,318	Closed	-$1.25M	–	44
2022 Q2	$1.25M	Buy	+3,318	New	+$1.36M	1.01%	18

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

Choice Wealth Advisors's SPY Position: Q3 2026 in Review

Choice Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.23% in Q3 2026, buying an estimated $1.52K and bringing the position to 879 shares worth $670K. The position accounts for 0.23% of the portfolio, ranked #26.

Choice Wealth Advisors first reported a position in SPY in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.25M in Q2 2022. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Choice Wealth Advisors held 879 shares of State Street SPDR S&P 500 ETF Trust worth $670K as of Q3 2026.
Choice Wealth Advisors bought 2 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.52K.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Choice Wealth Advisors's portfolio in Q3 2026, its #26 holding.
Choice Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 10 quarters since.
Choice Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.25M in Q2 2022.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Choice Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.