Dala Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Dala Group’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	$3.14M	Sell	4,117 -418	-9%	-$318K	2.33%	9
2026 Q2	$3.39M	Sell	4,535 -162	-3%	-$117K	2.79%	7
2026 Q1	$3.05M	Buy	4,697 +622	+15%	+$423K	2.55%	8
2025 Q4	$2.78M	Buy	+4,075	New	+$2.75M	2.41%	12

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

Dala Group's SPY Position: Q3 2026 in Review

Dala Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.2% in Q3 2026, selling an estimated $318K and leaving 4,117 shares worth $3.14M. The position accounts for 2.33% of the portfolio, ranked #9.

Dala Group first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.39M in Q2 2026. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Dala Group held 4,117 shares of State Street SPDR S&P 500 ETF Trust worth $3.14M as of Q3 2026.
Dala Group sold 418 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $318K.
State Street SPDR S&P 500 ETF Trust made up 2.33% of Dala Group's portfolio in Q3 2026, its #9 holding.
Dala Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
Dala Group's State Street SPDR S&P 500 ETF Trust position peaked at $3.39M in Q2 2026.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.