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

Gratus Wealth Advisors’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 		$5.96M Hold
7,821
– – 0.76% 21
2026
Q2 		$5.84M Hold
7,821
– – 0.74% 21
2026
Q1 		$5.09M Sell
7,821
-4,067
-34% -$2.77M 0.74% 21
2025
Q4 		$8.11M Hold
11,888
– – 1.12% 20
2025
Q3 		$7.92M Hold
11,888
– – 1.11% 19
2025
Q2 		$7.35M Buy
11,888
+130
+1% +$74.3K 1.11% 20
2025
Q1 		$6.58M Buy
11,758
+45
+0.4% +$26.4K 1.08% 18
2024
Q4 		$6.86M Hold
11,713
– – 1.1% 20
2024
Q3 		$6.65M Hold
11,713
– – 1.09% 20
2024
Q2 		$6.43M Hold
11,713
– – 1.11% 20
2024
Q1 		$5.85M Buy
11,713
+155
+1% +$77.2K 1.07% 20
2023
Q4 		$5.49M Buy
+11,558
New +$5.15M 1.08% 21

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Gratus Wealth Advisors's SPY Position: Q3 2026 in Review

Gratus Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 7,821 shares worth $5.96M. The position accounts for 0.76% of the portfolio, ranked #21.

Gratus Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.11M in Q4 2025. 3,275 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Gratus Wealth Advisors held 7,821 shares of State Street SPDR S&P 500 ETF Trust worth $5.96M as of Q3 2026.
  • Gratus Wealth Advisors 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 0.76% of Gratus Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • Gratus Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
  • Gratus Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $8.11M in Q4 2025.
  • 3,275 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.