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

GK 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	$1.17M	Sell	1,534 -595	-28%	-$452K	0.66%	28
2026 Q2	$1.59M	Buy	2,129 +1,730	+434%	+$1.25M	0.84%	26
2026 Q1	$252K	Sell	399 -1,616	-80%	-$1.1M	0.22%	44
2025 Q4	$1.37M	Buy	2,015 +33	+2%	+$22.3K	0.91%	24
2025 Q3	$1.32M	Buy	1,982 +604	+44%	+$387K	0.97%	23
2025 Q2	$851K	Buy	1,378 +60	+5%	+$34.3K	0.77%	34
2025 Q1	$738K	Buy	1,318 +288	+28%	+$169K	0.84%	27
2024 Q4	$604K	Buy	+1,030	New	+$607K	0.76%	35

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

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

GK Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 28% in Q3 2026, selling an estimated $452K and leaving 1,534 shares worth $1.17M. The position accounts for 0.66% of the portfolio, ranked #28.

GK Wealth Management first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.59M in Q2 2026. 1,875 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

GK Wealth Management held 1,534 shares of State Street SPDR S&P 500 ETF Trust worth $1.17M as of Q3 2026.
GK Wealth Management sold 595 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $452K.
State Street SPDR S&P 500 ETF Trust made up 0.66% of GK Wealth Management's portfolio in Q3 2026, its #28 holding.
GK Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
GK Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.59M in Q2 2026.
1,875 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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