DDD Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

DDD Partners’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	$1.55M	Sell	2,029 -1,834	-47%	-$1.39M	0.09%	93
2026 Q2	$2.89M	Sell	3,863 -2,459	-39%	-$1.78M	0.18%	59
2026 Q1	$4.11M	Buy	6,322 +80	+1%	+$54.4K	0.28%	54
2025 Q4	$4.26M	Buy	6,242 +683	+12%	+$462K	0.27%	50
2025 Q3	$3.7M	Sell	5,559 -1,999	-26%	-$1.28M	0.24%	50
2025 Q2	$4.67M	Buy	7,558 +123	+2%	+$70.3K	0.5%	43
2025 Q1	$4.16M	Sell	7,435 -11,437	-61%	-$6.72M	0.51%	41
2024 Q4	$11.1M	Buy	18,872 +11,541	+157%	+$6.8M	1.36%	28
2024 Q3	$4.21M	Sell	7,331 -1,325	-15%	-$733K	0.46%	39
2024 Q2	$4.71M	Sell	8,656 -1,952	-18%	-$1.02M	0.55%	39
2024 Q1	$5.55M	Sell	10,608 -53,144	-83%	-$26.5M	0.68%	36
2023 Q4	$30.3M	Buy	63,752 +53,424	+517%	+$23.8M	4.07%	5
2023 Q3	$4.48M	Sell	10,328 -3,534	-25%	-$1.57M	0.65%	38
2023 Q2	$6.14M	Buy	13,862 +517	+4%	+$217K	0.85%	40
2023 Q1	$5.46M	Buy	13,345 +6,996	+110%	+$2.79M	0.85%	36
2022 Q4	$2.43M	Buy	6,349 +641	+11%	+$246K	0.39%	41
2022 Q3	$2.04M	Buy	5,708 +2,712	+91%	+$1.08M	0.37%	41
2022 Q2	$1.13M	Buy	2,996 +1,540	+106%	+$631K	0.2%	43
2022 Q1	$657K	Buy	1,456 +254	+21%	+$113K	0.09%	49
2021 Q4	$571K	Buy	1,202 +13	+1%	+$5.97K	0.08%	57
2021 Q3	$510K	Sell	1,189 -4,220	-78%	-$1.86M	0.08%	54
2021 Q2	$2.32M	Buy	5,409 +3,856	+248%	+$1.61M	0.35%	45
2021 Q1	$616K	Buy	1,553 +110	+8%	+$42.4K	0.11%	49
2020 Q4	$540K	Sell	1,443 -17	-1%	-$6.03K	0.11%	43
2020 Q3	$489K	Sell	1,460 -428	-23%	-$142K	0.13%	36
2020 Q2	$582K	Sell	1,888 -10,580	-85%	-$3.1M	0.17%	32
2020 Q1	$3.21M	Buy	12,468 +11,265	+936%	+$3.44M	1.12%	25
2019 Q4	$387K	Buy	1,203 +125	+12%	+$38.5K	0.11%	40
2019 Q3	$320K	Sell	1,078 -112	-9%	-$33.1K	0.1%	42
2019 Q2	$349K	Buy	+1,190	New	+$343K	0.11%	43

Other funds holding SPY

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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 of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DDD Partners's SPY Position: Q3 2026 in Review

DDD Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 47% in Q3 2026, selling an estimated $1.39M and leaving 2,029 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #93.

DDD Partners first reported a position in SPY in Q2 2019 and has held it in 30 quarters since. The position peaked at $30.3M in Q4 2023. 2,841 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

DDD Partners held 2,029 shares of State Street SPDR S&P 500 ETF Trust worth $1.55M as of Q3 2026.
DDD Partners sold 1,834 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.39M.
State Street SPDR S&P 500 ETF Trust made up 0.09% of DDD Partners's portfolio in Q3 2026, its #93 holding.
DDD Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 30 quarters since.
DDD Partners's State Street SPDR S&P 500 ETF Trust position peaked at $30.3M in Q4 2023.
2,841 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.