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

Eagle Bluffs 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	$1.3M	Sell	1,694 -13	-0.8%	-$9.9K	0.45%	47
2026 Q2	$1.28M	Hold	1,707	–	–	0.43%	44
2026 Q1	$1.11M	Sell	1,707 -776	-31%	-$528K	0.43%	46
2025 Q4	$1.7M	Buy	2,483 +784	+46%	+$530K	0.69%	38
2025 Q3	$1.13M	Hold	1,699	–	–	0.49%	45
2025 Q2	$1.05M	Buy	1,699 +145	+9%	+$82.9K	0.5%	42
2025 Q1	$872K	Hold	1,554	–	–	0.46%	48
2024 Q4	$914K	Hold	1,554	–	–	0.49%	42
2024 Q3	$894K	Hold	1,554	–	–	0.48%	44
2024 Q2	$848K	Hold	1,554	–	–	0.49%	43
2024 Q1	$815K	Hold	1,554	–	–	0.51%	47
2023 Q4	$742K	Hold	1,554	–	–	0.51%	47
2023 Q3	$667K	Hold	1,554	–	–	0.51%	45
2023 Q2	$691K	Hold	1,554	–	–	0.53%	44
2023 Q1	$639K	Hold	1,554	–	–	0.52%	45
2022 Q4	$594K	Hold	1,554	–	–	0.62%	41
2022 Q3	$555K	Hold	1,554	–	–	0.64%	41
2022 Q2	$586K	Hold	1,554	–	–	0.63%	42
2022 Q1	$702K	Hold	1,554	–	–	0.68%	40
2021 Q4	$738K	Buy	+1,554	New	+$713K	0.77%	36

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Eagle Bluffs Wealth Management's SPY Position: Q3 2026 in Review

Eagle Bluffs Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.76% in Q3 2026, selling an estimated $9.9K and leaving 1,694 shares worth $1.3M. The position accounts for 0.45% of the portfolio, ranked #47.

Eagle Bluffs Wealth Management first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.7M in Q4 2025. 3,767 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Eagle Bluffs Wealth Management held 1,694 shares of State Street SPDR S&P 500 ETF Trust worth $1.3M as of Q3 2026.
Eagle Bluffs Wealth Management sold 13 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $9.9K.
State Street SPDR S&P 500 ETF Trust made up 0.45% of Eagle Bluffs Wealth Management's portfolio in Q3 2026, its #47 holding.
Eagle Bluffs Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 20 quarters since.
Eagle Bluffs Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.7M in Q4 2025.
3,767 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.