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

Emergent Wealth Advisors’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	$898K	Buy	1,177 +59	+5%	+$44.8K	0.47%	41
2026 Q2	$835K	Sell	1,118 -7	-0.6%	-$5.08K	0.43%	42
2026 Q1	$731K	Buy	1,125 +23	+2%	+$15.6K	0.43%	41
2025 Q4	$751K	Buy	1,102 +307	+39%	+$207K	0.42%	52
2025 Q3	$530K	Buy	795 +2	+0.3%	+$1.28K	0.31%	64
2025 Q2	$490K	Hold	793	–	–	0.31%	61
2025 Q1	$444K	Buy	793 +2	+0.3%	+$1.18K	0.32%	61
2024 Q4	$464K	Sell	791 -3	-0.4%	-$1.77K	0.34%	57
2024 Q3	$456K	Sell	794 -2	-0.3%	-$1.11K	0.34%	57
2024 Q2	$433K	Buy	796 +2	+0.3%	+$1.05K	0.35%	56
2024 Q1	$415K	Sell	794 -5	-0.6%	-$2.49K	0.36%	55
2023 Q4	$380K	Buy	+799	New	+$356K	0.35%	57

Other funds holding SPY

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

FCM

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Emergent Wealth Advisors's SPY Position: Q3 2026 in Review

Emergent Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.3% in Q3 2026, buying an estimated $44.8K and bringing the position to 1,177 shares worth $898K. The position accounts for 0.47% of the portfolio, ranked #41.

Emergent Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Emergent Wealth Advisors held 1,177 shares of State Street SPDR S&P 500 ETF Trust worth $898K as of Q3 2026.
Emergent Wealth Advisors bought 59 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $44.8K.
State Street SPDR S&P 500 ETF Trust made up 0.47% of Emergent Wealth Advisors's portfolio in Q3 2026, its #41 holding.
Emergent Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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