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

Formidable Asset 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	$4.66K	Buy	+500	New	+$380K	﹤0.01%	402
2026 Q1	–	Sell	-300	Closed	-$1.12K	–	412
2025 Q4	$1.12K	Buy	+300	New	+$203K	﹤0.01%	395
2018 Q4	–	Sell	-250	Closed	-$4K	–	108
2018 Q3	$4K	Buy	+250	New	+$71.2K	﹤0.01%	127

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Formidable Asset Management's SPY Position: Q3 2026 in Review

Formidable Asset Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.2% in Q3 2026, selling an estimated $144K and leaving 2,441 shares worth $1.82M. The position accounts for 0.27% of the portfolio, ranked #78.

Formidable Asset Management first reported a position in SPY in Q3 2013 and has held it in 46 quarters since. The position peaked at $5M in Q2 2021. 4,128 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Formidable Asset Management held 2,441 shares of State Street SPDR S&P 500 ETF Trust worth $1.82M as of Q3 2026.
Formidable Asset Management sold 189 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $144K.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Formidable Asset Management's portfolio in Q3 2026, its #78 holding.
Formidable Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and has held it in 46 quarters since.
Formidable Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $5M in Q2 2021.
4,128 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.