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

Financial Management 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	$956K	Sell	1,242 -7	-0.6%	-$5.32K	0.14%	96
2026 Q2	$928K	Buy	1,249 +11	+0.9%	+$7.97K	0.13%	97
2026 Q1	$842K	Sell	1,238 -212	-15%	-$144K	0.13%	96
2025 Q4	$991K	Buy	1,450 +162	+13%	+$109K	0.16%	82
2025 Q3	$865K	Sell	1,288 -22	-2%	-$14.1K	0.14%	93
2025 Q2	$819K	Sell	1,310 -14	-1%	-$8K	0.15%	91
2025 Q1	$668K	Buy	1,324 +86	+7%	+$50.5K	0.15%	90
2024 Q4	$733K	Hold	1,238	–	–	0.15%	88
2024 Q3	$709K	Buy	1,238 +37	+3%	+$20.5K	0.15%	93
2024 Q2	$666K	Sell	1,201 -65	-5%	-$34K	0.16%	88
2024 Q1	$649K	Sell	1,266 -7	-0.5%	-$3.48K	0.16%	86
2023 Q4	$596K	Sell	1,273 -451	-26%	-$201K	0.17%	81
2023 Q3	$732K	Buy	1,724 +24	+1%	+$10.7K	0.24%	67
2023 Q2	$754K	Buy	1,700 +1	+0.1%	+$420	0.26%	66
2023 Q1	$694K	Buy	1,699 +2	+0.1%	+$798	0.28%	62
2022 Q4	$651K	Buy	1,697 +51	+3%	+$19.6K	0.29%	67
2022 Q3	$622K	Buy	1,646 +113	+7%	+$44.9K	0.31%	67
2022 Q2	$584K	Buy	1,533 +12	+0.8%	+$4.92K	0.31%	65
2022 Q1	$695K	Sell	1,521 -11	-0.7%	-$4.9K	0.35%	55
2021 Q4	$732K	Buy	1,532 +27	+2%	+$12.4K	0.34%	60
2021 Q3	$645K	Buy	1,505 +73	+5%	+$32.2K	0.33%	62
2021 Q2	$621K	Sell	1,432 -24	-2%	-$10K	0.32%	65
2021 Q1	$609K	Sell	1,456 -12	-0.8%	-$4.63K	0.32%	67
2020 Q4	$563K	Buy	+1,468	New	+$521K	0.35%	61

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

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

Financial Management Network reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.56% in Q3 2026, selling an estimated $5.32K and leaving 1,242 shares worth $956K. The position accounts for 0.14% of the portfolio, ranked #96.

Financial Management Network first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. The position peaked at $991K in Q4 2025. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Financial Management Network held 1,242 shares of State Street SPDR S&P 500 ETF Trust worth $956K as of Q3 2026.
Financial Management Network sold 7 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $5.32K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Financial Management Network's portfolio in Q3 2026, its #96 holding.
Financial Management Network first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 24 quarters since.
Financial Management Network's State Street SPDR S&P 500 ETF Trust position peaked at $991K in Q4 2025.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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