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
2026 Q3	$508K	Buy	666 +4	+0.6%	+$3.04K	0.29%	31
2026 Q2	$494K	Buy	+662	New	+$480K	0.3%	26
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 $1.84T AUM 33.86% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Gimbal Financial's SPY Position: Q3 2026 in Review

Gimbal Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.6% in Q3 2026, buying an estimated $3.04K and bringing the position to 666 shares worth $508K. The position accounts for 0.29% of the portfolio, ranked #31.

Gimbal Financial first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $555K in Q1 2024. 3,767 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Gimbal Financial held 666 shares of State Street SPDR S&P 500 ETF Trust worth $508K as of Q3 2026.
Gimbal Financial bought 4 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $3.04K.
State Street SPDR S&P 500 ETF Trust made up 0.29% of Gimbal Financial's portfolio in Q3 2026, its #31 holding.
Gimbal Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Gimbal Financial's State Street SPDR S&P 500 ETF Trust position peaked at $555K in Q1 2024.
3,767 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Gimbal Financial's 13F filing for Q3 2026, filed 19 Oct 2026.