FWP
SPY icon

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
2022
Q1 		– Sell
-200
Closed -$91K – 157
2021
Q4 		$91K Buy
+200
New +$91.8K 0.07% 134

Other funds holding SPY

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
PC
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
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
G
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.