Cookson Peirce & Co
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Cookson Peirce & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cookson Peirce & Co’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 		$1.85M Buy
2,430
+220
+10% +$167K 0.07% 135
2026
Q2 		$1.65M Buy
2,210
+258
+13% +$187K 0.05% 163
2026
Q1 		$1.27M Buy
1,952
+95
+5% +$64.6K 0.05% 163
2025
Q4 		$1.27M Sell
1,857
-212
-10% -$143K 0.05% 159
2025
Q3 		$1.38M Buy
2,069
+15
+0.7% +$9.6K 0.06% 132
2025
Q2 		$1.27M Buy
2,054
+733
+55% +$419K 0.06% 134
2025
Q1 		$739K Buy
1,321
+484
+58% +$284K 0.04% 180
2024
Q4 		$491K Buy
837
+150
+22% +$88.4K 0.02% 218
2024
Q3 		$394K Buy
687
+93
+16% +$51.4K 0.02% 211
2024
Q2 		$323K Hold
594
– – 0.02% 198
2024
Q1 		$311K Hold
594
– – 0.02% 193
2023
Q4 		$282K Buy
594
+35
+6% +$15.6K 0.02% 182
2023
Q3 		$239K Buy
+559
New +$249K 0.02% 187

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cookson Peirce & Co's SPY Position: Q3 2026 in Review

Cookson Peirce & Co increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q3 2026, buying an estimated $167K and bringing the position to 2,430 shares worth $1.85M. The position accounts for 0.07% of the portfolio, ranked #135.

Cookson Peirce & Co first reported a position in SPY in Q3 2023 and has held it in 13 quarters since. 3,001 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Cookson Peirce & Co held 2,430 shares of State Street SPDR S&P 500 ETF Trust worth $1.85M as of Q3 2026.
  • Cookson Peirce & Co bought 220 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $167K.
  • State Street SPDR S&P 500 ETF Trust made up 0.07% of Cookson Peirce & Co's portfolio in Q3 2026, its #135 holding.
  • Cookson Peirce & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 13 quarters since.
  • 3,001 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Cookson Peirce & Co's 13F filing for Q3 2026, filed 30 Oct 2026.