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

ERTS 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	$260K	Buy	341 +1	+0.3%	+$760	0.08%	30
2026 Q2	$254K	Hold	340	–	–	0.07%	30
2026 Q1	$221K	Buy	340 +1	+0.3%	+$680	0.07%	29
2025 Q4	$231K	Sell	339 -2	-0.6%	-$1.35K	0.07%	30
2025 Q3	$227K	Buy	341 +1	+0.3%	+$641	0.07%	30
2025 Q2	$210K	Buy	+340	New	+$194K	0.07%	29
2021 Q2	–	Sell	-508	Closed	-$201K	–	92
2021 Q1	$201K	Buy	+508	New	+$196K	0.06%	86
2019 Q1	–	Sell	-955	Closed	-$239K	–	270
2018 Q4	$239K	Buy	+955	New	+$258K	0.17%	66

Other funds holding SPY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

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

ERTS Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.29% in Q3 2026, buying an estimated $760 and bringing the position to 341 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #30.

ERTS Wealth Advisors first reported a position in SPY in Q4 2018 and has held it in 8 quarters since. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

ERTS Wealth Advisors held 341 shares of State Street SPDR S&P 500 ETF Trust worth $260K as of Q3 2026.
ERTS Wealth Advisors bought 1 State Street SPDR S&P 500 ETF Trust share in Q3 2026, an estimated $760.
State Street SPDR S&P 500 ETF Trust made up 0.08% of ERTS Wealth Advisors's portfolio in Q3 2026, its #30 holding.
ERTS Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 8 quarters since.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on ERTS Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.