DecisionPoint Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

DecisionPoint Financial’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	$45.1K	Sell	59 -3	-5%	-$2.28K	0.01%	140
2026 Q2	$46.2K	Sell	62 -14	-18%	-$10.2K	0.01%	107
2026 Q1	$49.4K	Buy	76 +44	+138%	+$29.9K	0.01%	92
2025 Q4	$21.8K	Buy	32 +11	+52%	+$7.44K	﹤0.01%	133
2025 Q3	$14K	Buy	21 +3	+17%	+$1.92K	﹤0.01%	125
2025 Q2	$11.4K	Buy	+18	New	+$10.3K	﹤0.01%	141
2025 Q1	–	Sell	-24	Closed	-$14.2K	–	273
2024 Q4	$14.2K	Hold	24	–	–	﹤0.01%	141
2024 Q3	$13.8K	Hold	24	–	–	﹤0.01%	140
2024 Q2	$13.3K	Hold	24	–	–	﹤0.01%	141
2024 Q1	$12.2K	Hold	24	–	–	﹤0.01%	154
2023 Q4	$11.4K	Buy	+24	New	+$10.7K	﹤0.01%	126
2023 Q1	–	Sell	-8	Closed	-$3.06K	–	221
2022 Q4	$3.06K	Buy	+8	New	+$3.08K	﹤0.01%	131

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

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

DecisionPoint Financial's SPY Position: Q3 2026 in Review

DecisionPoint Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.8% in Q3 2026, selling an estimated $2.28K and leaving 59 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #140.

DecisionPoint Financial first reported a position in SPY in Q4 2022 and has held it in 12 quarters since. The position peaked at $49.4K in Q1 2026. 1,875 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

DecisionPoint Financial held 59 shares of State Street SPDR S&P 500 ETF Trust worth $45.1K as of Q3 2026.
DecisionPoint Financial sold 3 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $2.28K.
State Street SPDR S&P 500 ETF Trust made up 0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #140 holding.
DecisionPoint Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 12 quarters since.
DecisionPoint Financial's State Street SPDR S&P 500 ETF Trust position peaked at $49.4K in Q1 2026.
1,875 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.