Discipline Wealth Solutions’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$869K Buy
1,139
+10
+0.9% +$7.6K 0.08% 90
2026
Q2
$843K Sell
1,129
-786
-41% -$570K 0.07% 93
2026
Q1
$1.25M Buy
1,915
+456
+31% +$310K 0.13% 72
2025
Q4
$995K Buy
1,459
+622
+74% +$420K 0.18% 67
2025
Q3
$557K Buy
+837
New +$537K 0.15% 89

Other funds holding SPY

Discipline Wealth Solutions's SPY Position: Q3 2026 in Review

Discipline Wealth Solutions increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.89% in Q3 2026, buying an estimated $7.6K and bringing the position to 1,139 shares worth $869K. The position accounts for 0.08% of the portfolio, ranked #90.

Discipline Wealth Solutions first reported a position in SPY in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q1 2026. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Discipline Wealth Solutions held 1,139 shares of State Street SPDR S&P 500 ETF Trust worth $869K as of Q3 2026.
  • Discipline Wealth Solutions bought 10 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $7.6K.
  • State Street SPDR S&P 500 ETF Trust made up 0.08% of Discipline Wealth Solutions's portfolio in Q3 2026, its #90 holding.
  • Discipline Wealth Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 5 quarters since.
  • Discipline Wealth Solutions's State Street SPDR S&P 500 ETF Trust position peaked at $1.25M in Q1 2026.
  • 1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.