Gainplan’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Gainplan’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	$261K	Buy	60,000 +56,700	+1,718%	+$43.1M	0.1%	54
2026 Q2	$2.99K	Sell	3,300 -31,700	-91%	-$23M	﹤0.01%	61
2026 Q1	$192K	Sell	35,000 -45,500	-57%	-$30.9M	0.14%	53
2025 Q4	$312K	Sell	80,500 -132,800	-62%	-$89.8M	0.12%	45
2025 Q3	$53.5K	Buy	+213,300	New	+$137M	0.02%	58
2025 Q1	–	Sell	-70,000	Closed	-$95.5K	–	59
2024 Q4	$95.5K	Buy	+70,000	New	+$41.2M	0.04%	44

Other funds holding SPY

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

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

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

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

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

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FCM

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

Gainplan's SPY Position: Q3 2026 in Review

Gainplan increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 21% in Q3 2026, buying an estimated $19.7M and bringing the position to 150,567 shares worth $115M. The position accounts for 44.55% of the portfolio, ranked #1.

Gainplan first reported a position in SPY in Q4 2016 and has held it in 31 quarters since. 627 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Gainplan held 150,567 shares of State Street SPDR S&P 500 ETF Trust worth $115M as of Q3 2026.
Gainplan bought 25,905 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $19.7M.
State Street SPDR S&P 500 ETF Trust made up 44.55% of Gainplan's portfolio in Q3 2026, its #1 holding.
Gainplan first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 31 quarters since.
627 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Gainplan's 13F filing for Q3 2026, filed 9 Oct 2026.