FORM Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
CK
GF
FORM Wealth Advisors's SPY Position: Q3 2026 in Review
FORM Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 20% in Q3 2026, buying an estimated $41.8K and bringing the position to 335 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #51.
FORM Wealth Advisors first reported a position in SPY in Q2 2026 and has held it in 2 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.
- FORM Wealth Advisors held 335 shares of State Street SPDR S&P 500 ETF Trust worth $255K as of Q3 2026.
- FORM Wealth Advisors bought 55 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $41.8K.
- State Street SPDR S&P 500 ETF Trust made up 0.03% of FORM Wealth Advisors's portfolio in Q3 2026, its #51 holding.
- FORM Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2026 and has held it in 2 quarters since.
- 1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.
Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.