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GoalVest Advisory’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

GoalVest Advisory’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 		$3.25M Buy
721,104
+717,334
+19,027% +$545M 0.56% 23
2026
Q2 		$2.82M Buy
3,770
+262
+7% +$190K 0.52% 26
2026
Q1 		$2.28M Buy
3,508
+724
+26% +$492K 0.45% 35
2025
Q4 		$1.9M Sell
2,784
-593
-18% -$401K 0.36% 35
2025
Q3 		$2.25M Buy
3,377
+2,027
+150% +$1.3M 0.48% 32
2025
Q2 		$834K Hold
1,350
– – 0.21% 74
2025
Q1 		$755K Sell
1,350
-18
-1% -$10.6K 0.21% 75
2024
Q4 		$802K Sell
1,368
-118
-8% -$69.5K 0.22% 75
2024
Q3 		$853K Sell
1,486
-41
-3% -$22.7K 0.25% 68
2024
Q2 		$831K Sell
1,527
-20
-1% -$10.5K 0.27% 64
2024
Q1 		$809K Sell
1,547
-64
-4% -$31.9K 0.27% 65
2023
Q4 		$766K Buy
1,611
+293
+22% +$131K 0.34% 51
2023
Q3 		$563K Buy
1,318
+51
+4% +$22.7K 0.28% 58
2023
Q2 		$562K Buy
1,267
+450
+55% +$189K 0.29% 62
2023
Q1 		$334K Buy
817
+167
+26% +$66.6K 0.2% 58
2022
Q4 		$249K Hold
650
– – 0.16% 67
2022
Q3 		$232K Buy
+650
New +$258K 0.16% 69
2021
Q2 		$9K Buy
+20
New +$8.35K 0.01% 202
2021
Q1 		– Sell
-294
Closed -$110K – 231
2020
Q4 		$110K Buy
+294
New +$104K 0.09% 98

Other funds holding SPY

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 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
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
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

GoalVest Advisory's SPY Position: Q3 2026 in Review

GoalVest Advisory increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19,027% in Q3 2026, buying an estimated $545M and bringing the position to 721,104 shares worth $3.25M. The position accounts for 0.56% of the portfolio, ranked #23.

GoalVest Advisory first reported a position in SPY in Q4 2020 and has held it in 19 quarters since. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • GoalVest Advisory held 721,104 shares of State Street SPDR S&P 500 ETF Trust worth $3.25M as of Q3 2026.
  • GoalVest Advisory bought 717,334 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $545M.
  • State Street SPDR S&P 500 ETF Trust made up 0.56% of GoalVest Advisory's portfolio in Q3 2026, its #23 holding.
  • GoalVest Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 19 quarters since.
  • 263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.