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

Discipline Wealth Solutions’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	$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

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

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

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.