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

Gibbs 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	$2.05M	Buy	2,686 +11	+0.4%	+$8.36K	0.21%	86
2026 Q2	$2M	Buy	2,675 +100	+4%	+$72.5K	0.24%	80
2026 Q1	$1.67M	Buy	2,575 +432	+20%	+$294K	0.22%	90
2025 Q4	$1.49M	Hold	2,143	–	–	0.36%	54
2025 Q3	$1.43M	Sell	2,143 -384	-15%	-$246K	0.32%	64
2025 Q2	$1.56M	Buy	2,527 +356	+16%	+$204K	0.3%	71
2025 Q1	$1.21M	Sell	2,171 -1,529	-41%	-$899K	0.29%	82
2024 Q4	$2.17M	Buy	3,700 +1,675	+83%	+$987K	0.59%	38
2024 Q3	$1.16M	Buy	+2,025	New	+$1.12M	0.38%	60

Other funds holding SPY

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

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

Gibbs Wealth Management's SPY Position: Q3 2026 in Review

Gibbs Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.41% in Q3 2026, buying an estimated $8.36K and bringing the position to 2,686 shares worth $2.05M. The position accounts for 0.21% of the portfolio, ranked #86.

Gibbs Wealth Management first reported a position in SPY in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.17M in Q4 2024. 3,166 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Gibbs Wealth Management held 2,686 shares of State Street SPDR S&P 500 ETF Trust worth $2.05M as of Q3 2026.
Gibbs Wealth Management bought 11 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $8.36K.
State Street SPDR S&P 500 ETF Trust made up 0.21% of Gibbs Wealth Management's portfolio in Q3 2026, its #86 holding.
Gibbs Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 9 quarters since.
Gibbs Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.17M in Q4 2024.
3,166 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Gibbs Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.