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Global Wealth Strategies & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Global Wealth Strategies & Associates’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 		$1.64M Hold
2,152
– – 0.3% 35
2026
Q2 		$1.61M Sell
2,152
-56
-3% -$40.6K 0.3% 31
2026
Q1 		$1.44M Buy
2,208
+1,525
+223% +$1.04M 0.35% 25
2025
Q4 		$466K Buy
683
+65
+11% +$43.9K 0.12% 44
2025
Q3 		$412K Sell
618
-73
-11% -$46.8K 0.11% 49
2025
Q2 		$427K Sell
691
-156
-18% -$89.2K 0.12% 36
2025
Q1 		$474K Buy
847
+224
+36% +$132K 0.14% 30
2024
Q4 		$365K Sell
623
-34
-5% -$20K 0.11% 35
2024
Q3 		$377K Buy
657
+151
+30% +$83.5K 0.12% 29
2024
Q2 		$275K Hold
506
– – 0.1% 32
2024
Q1 		$265K Buy
506
+47
+10% +$23.4K 0.1% 33
2023
Q4 		$218K Sell
459
-9
-2% -$4.01K 0.09% 37
2023
Q3 		$200K Buy
468
+69
+17% +$30.7K 0.09% 42
2023
Q2 		$177K Hold
399
– – 0.08% 43
2023
Q1 		$163K Buy
399
+28
+8% +$11.2K 0.08% 42
2022
Q4 		$142K Buy
+371
New +$143K 0.08% 45

Other funds holding SPY

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Global Wealth Strategies & Associates's SPY Position: Q3 2026 in Review

Global Wealth Strategies & Associates held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 2,152 shares worth $1.64M. The position accounts for 0.3% of the portfolio, ranked #35.

Global Wealth Strategies & Associates first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. 478 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Global Wealth Strategies & Associates held 2,152 shares of State Street SPDR S&P 500 ETF Trust worth $1.64M as of Q3 2026.
  • Global Wealth Strategies & Associates left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.3% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #35 holding.
  • Global Wealth Strategies & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
  • 478 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.