Finer Wealth Management
SPY icon

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

Finer 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 		$996K Sell
1,305
-26
-2% -$19.8K 0.39% 47
2026
Q2 		$994K Buy
1,331
+10
+0.8% +$7.25K 0.44% 43
2026
Q1 		$859K Sell
1,321
-8
-0.6% -$5.44K 0.43% 45
2025
Q4 		$906K Buy
1,329
+62
+5% +$41.9K 0.44% 41
2025
Q3 		$844K Sell
1,267
-22
-2% -$14.1K 0.42% 45
2025
Q2 		$796K Buy
1,289
+2
+0.2% +$1.14K 0.43% 44
2025
Q1 		$720K Sell
1,287
-117
-8% -$68.8K 0.43% 46
2024
Q4 		$823K Sell
1,404
-7
-0.5% -$4.12K 0.47% 43
2024
Q3 		$809K Sell
1,411
-88
-6% -$48.7K 0.5% 41
2024
Q2 		$816K Buy
1,499
+8
+0.5% +$4.19K 0.53% 39
2024
Q1 		$780K Buy
1,491
+11
+0.7% +$5.48K 0.51% 40
2023
Q4 		$704K Buy
1,480
+117
+9% +$52.1K 0.52% 44
2023
Q3 		$583K Sell
1,363
-49
-3% -$21.8K 0.47% 47
2023
Q2 		$626K Sell
1,412
-19
-1% -$7.97K 0.49% 46
2023
Q1 		$586K Buy
1,431
+26
+2% +$10.4K 0.5% 50
2022
Q4 		$537K Buy
1,405
+17
+1% +$6.53K 0.5% 48
2022
Q3 		$496K Buy
1,388
+78
+6% +$31K 0.49% 51
2022
Q2 		$494K Sell
1,310
-332
-20% -$136K 0.45% 50
2022
Q1 		$742K Buy
1,642
+26
+2% +$11.6K 0.61% 42
2021
Q4 		$767K Buy
+1,616
New +$742K 0.64% 44

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Finer Wealth Management's SPY Position: Q3 2026 in Review

Finer Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q3 2026, selling an estimated $19.8K and leaving 1,305 shares worth $996K. The position accounts for 0.39% of the portfolio, ranked #47.

Finer Wealth Management first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. 3,215 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Finer Wealth Management held 1,305 shares of State Street SPDR S&P 500 ETF Trust worth $996K as of Q3 2026.
  • Finer Wealth Management sold 26 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $19.8K.
  • State Street SPDR S&P 500 ETF Trust made up 0.39% of Finer Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Finer 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.
  • 3,215 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.