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

DKM Wealth Management’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	$1.33M	Buy	1,750 +4	+0.2%	+$3.04K	0.85%	20
2026 Q2	$1.3M	Buy	1,746 +3	+0.2%	+$2.18K	0.85%	20
2026 Q1	$1.13M	Buy	1,743 +22	+1%	+$15K	0.82%	20
2025 Q4	$1.17M	Buy	1,721 +10	+0.6%	+$6.76K	0.88%	21
2025 Q3	$1.14M	Hold	1,711	–	–	0.91%	18
2025 Q2	$1.06M	Hold	1,711	–	–	0.91%	17
2025 Q1	$957K	Hold	1,711	–	–	0.93%	17
2024 Q4	$1M	Buy	+1,711	New	+$1.01M	0.95%	17

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 19.15% 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 26.78% 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

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

DKM Wealth Management's SPY Position: Q3 2026 in Review

DKM Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.23% in Q3 2026, buying an estimated $3.04K and bringing the position to 1,750 shares worth $1.33M. The position accounts for 0.85% of the portfolio, ranked #20.

DKM Wealth Management first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 1,372 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

DKM Wealth Management held 1,750 shares of State Street SPDR S&P 500 ETF Trust worth $1.33M as of Q3 2026.
DKM Wealth Management bought 4 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $3.04K.
State Street SPDR S&P 500 ETF Trust made up 0.85% of DKM Wealth Management's portfolio in Q3 2026, its #20 holding.
DKM Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
1,372 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.