Future Financial Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Future Financial Wealth 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	$397K	Hold	520	–	–	0.24%	73
2026 Q2	$384K	Hold	520	–	–	0.24%	74
2026 Q1	$364K	Hold	520	–	–	0.23%	78
2025 Q4	$352K	Hold	520	–	–	0.24%	80
2025 Q3	$346K	Hold	520	–	–	0.22%	80
2025 Q2	$321K	Hold	520	–	–	0.22%	83
2025 Q1	$291K	Hold	520	–	–	0.21%	82
2024 Q4	$305K	Hold	520	–	–	0.22%	81
2024 Q3	$298K	Sell	520 -3	-0.6%	-$1.66K	0.21%	86
2024 Q2	$285K	Hold	523	–	–	0.25%	86
2024 Q1	$274K	Hold	523	–	–	0.21%	88
2023 Q4	$249K	Buy	+523	New	+$233K	0.25%	86
2023 Q1	–	Sell	-992	Closed	-$379K	–	123
2022 Q4	$379K	Buy	+992	New	+$381K	0.43%	66
2022 Q3	–	Sell	-458	Closed	-$207K	–	139
2022 Q2	$207K	Hold	458	–	–	0.2%	118
2022 Q1	$207K	Sell	458 -28	-6%	-$12.5K	0.17%	118
2021 Q4	$232K	Buy	+486	New	+$223K	0.19%	111

Other funds holding SPY

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

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Future Financial Wealth Management's SPY Position: Q3 2026 in Review

Future Financial Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 520 shares worth $397K. The position accounts for 0.24% of the portfolio, ranked #73.

Future Financial Wealth Management first reported a position in SPY in Q4 2021 and has held it in 16 quarters since. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Future Financial Wealth Management held 520 shares of State Street SPDR S&P 500 ETF Trust worth $397K as of Q3 2026.
Future Financial Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Future Financial Wealth Management's portfolio in Q3 2026, its #73 holding.
Future Financial Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 16 quarters since.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.