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

Define 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	$1.68M	Buy	2,208 +225	+11%	+$171K	0.7%	11
2026 Q2	$1.48M	Buy	1,983 +5	+0.3%	+$3.62K	0.68%	11
2026 Q1	$1.29M	Buy	1,978 +5	+0.3%	+$3.4K	0.7%	11
2025 Q4	$1.35M	Sell	1,973 -36	-2%	-$24.3K	0.76%	11
2025 Q3	$1.34M	Buy	2,009 +5	+0.2%	+$3.2K	0.8%	10
2025 Q2	$1.24M	Buy	2,004 +52	+3%	+$29.7K	0.82%	10
2025 Q1	$1.04M	Sell	1,952 -300	-13%	-$176K	0.79%	10
2024 Q4	$1.32M	Buy	+2,252	New	+$1.33M	1%	10

Other funds holding SPY

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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

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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Define Financial's SPY Position: Q3 2026 in Review

Define Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q3 2026, buying an estimated $171K and bringing the position to 2,208 shares worth $1.68M. The position accounts for 0.7% of the portfolio, ranked #11.

Define Financial first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 2,681 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Define Financial held 2,208 shares of State Street SPDR S&P 500 ETF Trust worth $1.68M as of Q3 2026.
Define Financial bought 225 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $171K.
State Street SPDR S&P 500 ETF Trust made up 0.7% of Define Financial's portfolio in Q3 2026, its #11 holding.
Define Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
2,681 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.