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

Gilpin 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	$159K	Sell	209 -45	-18%	-$34.2K	0.11%	152
2026 Q2	$190K	Buy	254 +17	+7%	+$12.3K	0.13%	139
2026 Q1	$154K	Sell	237 -140	-37%	-$95.2K	0.12%	135
2025 Q4	$257K	Buy	+377	New	+$255K	0.2%	100

Other funds holding SPY

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

FCM

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

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

Gilpin Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q3 2026, selling an estimated $34.2K and leaving 209 shares worth $159K. The position accounts for 0.11% of the portfolio, ranked #152.

Gilpin Wealth Management first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. The position peaked at $257K in Q4 2025. 231 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Gilpin Wealth Management held 209 shares of State Street SPDR S&P 500 ETF Trust worth $159K as of Q3 2026.
Gilpin Wealth Management sold 45 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $34.2K.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Gilpin Wealth Management's portfolio in Q3 2026, its #152 holding.
Gilpin Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
Gilpin Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $257K in Q4 2025.
231 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.