Dedeker Financial
SPY icon

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

Dedeker 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 		$1.08M Buy
1,414
+280
+25% +$213K 0.61% 32
2026
Q2 		$848K Hold
1,134
– – 0.48% 32
2026
Q1 		$738K Buy
1,134
+17
+2% +$11.6K 0.64% 35
2025
Q4 		$763K Buy
+1,117
New +$755K 0.68% 35

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

Dedeker Financial's SPY Position: Q3 2026 in Review

Dedeker Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 25% in Q3 2026, buying an estimated $213K and bringing the position to 1,414 shares worth $1.08M. The position accounts for 0.61% of the portfolio, ranked #32.

Dedeker Financial first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Dedeker Financial held 1,414 shares of State Street SPDR S&P 500 ETF Trust worth $1.08M as of Q3 2026.
  • Dedeker Financial bought 280 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $213K.
  • State Street SPDR S&P 500 ETF Trust made up 0.61% of Dedeker Financial's portfolio in Q3 2026, its #32 holding.
  • Dedeker Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
  • 1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Dedeker Financial's 13F filing for Q3 2026, filed 23 Oct 2026.