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

Gimbal Financial’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
2025 Q3	$518K	Sell	777 -10	-1%	-$6.41K	0.31%	27
2025 Q2	$486K	Buy	787 +6	+0.8%	+$3.43K	0.3%	27
2025 Q1	$437K	Sell	781 -9	-1%	-$5.29K	0.39%	23
2024 Q4	$463K	Buy	790 +2	+0.3%	+$1.18K	0.38%	27
2024 Q3	$457K	Sell	788 -166	-17%	-$91.8K	0.3%	28
2024 Q2	$531K	Sell	954 -107	-10%	-$56K	0.39%	21
2024 Q1	$555K	Sell	1,061 -60	-5%	-$29.9K	0.45%	21
2023 Q4	$533K	Buy	+1,121	New	+$499K	0.53%	20

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gimbal Financial's SPY Position: Q3 2025 in Review

Gimbal Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q3 2025, selling an estimated $6.41K and leaving 777 shares worth $518K. The position accounts for 0.31% of the portfolio, ranked #27.

Gimbal Financial first reported a position in SPY in Q4 2023 and has held it in 8 quarters since. The position peaked at $555K in Q1 2024. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Gimbal Financial held 777 shares of State Street SPDR S&P 500 ETF Trust worth $518K as of Q3 2025.
Gimbal Financial sold 10 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $6.41K.
State Street SPDR S&P 500 ETF Trust made up 0.31% of Gimbal Financial's portfolio in Q3 2025, its #27 holding.
Gimbal Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 8 quarters since.
Gimbal Financial's State Street SPDR S&P 500 ETF Trust position peaked at $555K in Q1 2024.
4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.