Galvin Gaustad & Stein
SPY icon

Galvin Gaustad & Stein’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Galvin Gaustad & Stein’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 		$1.11M Sell
1,456
-3
-0.2% -$2.28K 0.08% 123
2026
Q2 		$1.09M Sell
1,459
-129
-8% -$93.5K 0.08% 127
2026
Q1 		$1.03M Sell
1,588
-64
-4% -$43.5K 0.08% 126
2025
Q4 		$1.13M Buy
1,652
+1
+0.1% +$676 0.09% 114
2025
Q3 		$1.1M Sell
1,651
-20
-1% -$12.8K 0.09% 102
2025
Q2 		$1.03M Hold
1,671
– – 0.09% 101
2025
Q1 		$935K Buy
1,671
+100
+6% +$58.8K 0.08% 99
2024
Q4 		$921K Buy
1,571
+9
+0.6% +$5.3K 0.08% 104
2024
Q3 		$896K Hold
1,562
– – 0.08% 100
2024
Q2 		$850K Sell
1,562
-10
-0.6% -$5.23K 0.08% 99
2024
Q1 		$822K Buy
1,572
+7
+0.4% +$3.48K 0.08% 99
2023
Q4 		$744K Buy
1,565
+450
+40% +$200K 0.07% 105
2023
Q3 		$477K Sell
1,115
-15
-1% -$6.67K 0.05% 125
2023
Q2 		$501K Sell
1,130
-54
-5% -$22.7K 0.05% 123
2023
Q1 		$485K Sell
1,184
-1,500
-56% -$598K 0.05% 117
2022
Q4 		$1.03M Buy
2,684
+1,444
+116% +$555K 0.1% 88
2022
Q3 		$443K Sell
1,240
-2,835
-70% -$1.13M 0.05% 117
2022
Q2 		$1.54M Buy
4,075
+2,850
+233% +$1.17M 0.16% 83
2022
Q1 		$553K Sell
1,225
-57
-4% -$25.4K 0.05% 119
2021
Q4 		$609K Sell
1,282
-1
-0.1% -$459 0.05% 120
2021
Q3 		$551K Sell
1,283
-70
-5% -$30.9K 0.05% 125
2021
Q2 		$579K Buy
1,353
+70
+5% +$29.2K 0.06% 129
2021
Q1 		$508K Sell
1,283
-108
-8% -$41.6K 0.05% 130
2020
Q4 		$520K Buy
+1,391
New +$493K 0.05% 133

Other funds holding SPY

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Galvin Gaustad & Stein's SPY Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.21% in Q3 2026, selling an estimated $2.28K and leaving 1,456 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #123.

Galvin Gaustad & Stein first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.54M in Q2 2022. 2,831 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Galvin Gaustad & Stein held 1,456 shares of State Street SPDR S&P 500 ETF Trust worth $1.11M as of Q3 2026.
  • Galvin Gaustad & Stein sold 3 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $2.28K.
  • State Street SPDR S&P 500 ETF Trust made up 0.08% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #123 holding.
  • Galvin Gaustad & Stein first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 24 quarters since.
  • Galvin Gaustad & Stein's State Street SPDR S&P 500 ETF Trust position peaked at $1.54M in Q2 2022.
  • 2,831 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.