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

Wavvest Wealth LLC’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	$4.12M	Buy	+5,402	New	+$4.1M	3.32%	8

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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 26.78% 1-Year Est. Return

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

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

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

Wavvest Wealth LLC's SPY Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 5,402 shares worth $4.12M. The stake represents 3.32% of the portfolio and ranks #8 among its holdings.

1,372 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Wavvest Wealth LLC held 5,402 shares of State Street SPDR S&P 500 ETF Trust worth $4.12M as of Q3 2026.
State Street SPDR S&P 500 ETF Trust was a new Wavvest Wealth LLC position in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 3.32% of Wavvest Wealth LLC's portfolio in Q3 2026, its #8 holding.
1,372 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.