Equita Financial Network’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Equita Financial Network’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	$3.77M	Buy	4,938 +29	+0.6%	+$22K	1.07%	20
2026 Q2	$3.67M	Buy	4,909 +363	+8%	+$263K	1.02%	20
2026 Q1	$2.96M	Sell	4,546 -3	-0.1%	-$2.04K	0.93%	21
2025 Q4	$3.1M	Sell	4,549 -45	-1%	-$30.4K	0.93%	21
2025 Q3	$3.06M	Sell	4,594 -8	-0.2%	-$5.13K	1.03%	21
2025 Q2	$2.84M	Buy	4,602 +304	+7%	+$174K	1.13%	19
2025 Q1	$2.4M	Buy	4,298 +35	+0.8%	+$20.6K	0.84%	27
2024 Q4	$2.5M	Buy	4,263 +12	+0.3%	+$7.07K	0.9%	25
2024 Q3	$2.44M	Buy	4,251 +1,115	+36%	+$617K	0.89%	28
2024 Q2	$1.71M	Hold	3,136	–	–	0.71%	31
2024 Q1	$1.64M	Hold	3,136	–	–	0.74%	28
2023 Q4	$1.49M	Hold	3,136	–	–	0.79%	29
2023 Q3	$1.34M	Buy	+3,136	New	+$1.39M	0.83%	27

Other funds holding SPY

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Equita Financial Network's SPY Position: Q3 2026 in Review

Equita Financial Network increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.59% in Q3 2026, buying an estimated $22K and bringing the position to 4,938 shares worth $3.77M. The position accounts for 1.07% of the portfolio, ranked #20.

Equita Financial Network first reported a position in SPY in Q3 2023 and has held it in 13 quarters since. 3,416 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Equita Financial Network held 4,938 shares of State Street SPDR S&P 500 ETF Trust worth $3.77M as of Q3 2026.
Equita Financial Network bought 29 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $22K.
State Street SPDR S&P 500 ETF Trust made up 1.07% of Equita Financial Network's portfolio in Q3 2026, its #20 holding.
Equita Financial Network first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 13 quarters since.
3,416 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.