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

CWC 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	$435K	Hold	571	–	–	0.2%	106
2026 Q2	$426K	Buy	571 +12	+2%	+$8.7K	0.19%	108
2026 Q1	$364K	Sell	559 -677	-55%	-$460K	0.17%	112
2025 Q4	$843K	Buy	1,236 +657	+113%	+$444K	0.41%	60
2025 Q3	$386K	Buy	579 +53	+10%	+$34K	0.19%	110
2025 Q2	$325K	Buy	526 +44	+9%	+$25.2K	0.17%	114
2025 Q1	$270K	Sell	482 -10	-2%	-$5.88K	0.15%	120
2024 Q4	$288K	Buy	492 +10	+2%	+$5.89K	0.29%	93
2024 Q3	$277K	Buy	+482	New	+$267K	0.27%	92

Other funds holding SPY

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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

CWC Advisors's SPY Position: Q3 2026 in Review

CWC Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 571 shares worth $435K. The position accounts for 0.2% of the portfolio, ranked #106.

CWC Advisors first reported a position in SPY in Q3 2024 and has held it in 9 quarters since. The position peaked at $843K in Q4 2025. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

CWC Advisors held 571 shares of State Street SPDR S&P 500 ETF Trust worth $435K as of Q3 2026.
CWC Advisors 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 0.2% of CWC Advisors's portfolio in Q3 2026, its #106 holding.
CWC Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 9 quarters since.
CWC Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $843K in Q4 2025.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.