Davis Rea
SPY icon

Davis Rea’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Davis Rea’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
2025
Q3 		– Sell
-600
Closed -$33.6K – 67
2025
Q2 		$33.6K Buy
+600
New +$343K 0.01% 55

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 19.14% 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 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Davis Rea's SPY Position: Q3 2026 in Review

Davis Rea held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 365 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #39.

Davis Rea first reported a position in SPY in Q4 2013 and has held it in 43 quarters since. The position peaked at $738K in Q2 2022. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Davis Rea held 365 shares of State Street SPDR S&P 500 ETF Trust worth $278K as of Q3 2026.
  • Davis Rea 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 0.07% of Davis Rea's portfolio in Q3 2026, its #39 holding.
  • Davis Rea first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 43 quarters since.
  • Davis Rea's State Street SPDR S&P 500 ETF Trust position peaked at $738K in Q2 2022.
  • 1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Davis Rea's 13F filing for Q3 2026, filed 13 Oct 2026.