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

Collier Financial’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	$598K	Buy	+785	New	+$596K	0.41%	26

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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 of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Collier Financial's SPY Position: Q3 2026 in Review

Collier Financial opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 785 shares worth $598K. The stake represents 0.41% of the portfolio and ranks #26 among its holdings.

2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Collier Financial held 785 shares of State Street SPDR S&P 500 ETF Trust worth $598K as of Q3 2026.
State Street SPDR S&P 500 ETF Trust was a new Collier Financial position in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.41% of Collier Financial's portfolio in Q3 2026, its #26 holding.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Collier Financial's 13F filing for Q3 2026, filed 6 Nov 2026.