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

Firethorn Wealth Partners’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	$267K	Sell	350 -8	-2%	-$6.08K	0.09%	165
2026 Q2	$268K	Buy	+358	New	+$260K	0.09%	171
2024 Q3	–	Sell	-446	Closed	-$243K	–	162
2024 Q2	$243K	Buy	+446	New	+$233K	0.14%	124
2022 Q1	–	Sell	-705	Closed	-$335K	–	156
2021 Q4	$335K	Buy	+705	New	+$324K	0.25%	86
2021 Q2	–	Sell	-584	Closed	-$232K	–	140
2021 Q1	$232K	Sell	584 -620	-51%	-$239K	0.22%	108
2020 Q4	$450K	Buy	+1,204	New	+$427K	0.49%	49

Other funds holding SPY

VFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SDAM

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

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 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

Firethorn Wealth Partners's SPY Position: Q3 2026 in Review

Firethorn Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.2% in Q3 2026, selling an estimated $6.08K and leaving 350 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #165.

Firethorn Wealth Partners first reported a position in SPY in Q4 2020 and has held it in 6 quarters since. The position peaked at $450K in Q4 2020. 614 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Firethorn Wealth Partners held 350 shares of State Street SPDR S&P 500 ETF Trust worth $267K as of Q3 2026.
Firethorn Wealth Partners sold 8 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $6.08K.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Firethorn Wealth Partners's portfolio in Q3 2026, its #165 holding.
Firethorn Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 6 quarters since.
Firethorn Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $450K in Q4 2020.
614 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.