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

Cresta 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 		$35M Sell
45,856
-10,870
-19% -$8.26M 15.25% 1
2026
Q2 		$42.4M Buy
56,726
+3,479
+7% +$2.52M 15.21% 1
2026
Q1 		$34.6M Buy
53,247
+3,695
+7% +$2.51M 14.18% 1
2025
Q4 		$33.8M Buy
49,552
+279
+0.6% +$189K 14.17% 1
2025
Q3 		$32.8M Buy
49,273
+2,481
+5% +$1.59M 14.65% 1
2025
Q2 		$28.9M Sell
46,792
-463
-1% -$265K 14.09% 1
2025
Q1 		$26.4M Buy
47,255
+6,515
+16% +$3.83M 13.7% 1
2024
Q4 		$23.4M Hold
40,740
– – 12.22% 1
2024
Q3 		$23.4M Buy
40,740
+3,179
+8% +$1.76M 12.22% 1
2024
Q2 		$20.4M Sell
37,561
-130
-0.3% -$68K 12.12% 1
2024
Q1 		$19.7M Buy
37,691
+2,549
+7% +$1.27M 12.51% 1
2023
Q4 		$16.7M Buy
35,142
+2,931
+9% +$1.31M 11.14% 1
2023
Q3 		$13.8M Buy
32,211
+8,648
+37% +$3.85M 10.66% 1
2023
Q2 		$10.4M Buy
23,563
+7,919
+51% +$3.32M 8.12% 3
2023
Q1 		$6.4M Buy
+15,644
New +$6.24M 4.98% 7

Other funds holding SPY

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cresta Advisors's SPY Position: Q3 2026 in Review

Cresta Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q3 2026, selling an estimated $8.26M and leaving 45,856 shares worth $35M. The position accounts for 15.25% of the portfolio, ranked #1.

Cresta Advisors first reported a position in SPY in Q1 2023 and has held it in 15 quarters since. The position peaked at $42.4M in Q2 2026. 1,053 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Cresta Advisors held 45,856 shares of State Street SPDR S&P 500 ETF Trust worth $35M as of Q3 2026.
  • Cresta Advisors sold 10,870 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $8.26M.
  • State Street SPDR S&P 500 ETF Trust made up 15.25% of Cresta Advisors's portfolio in Q3 2026, its #1 holding.
  • Cresta Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 15 quarters since.
  • Cresta Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $42.4M in Q2 2026.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.