Green Ridge Wealth Planning’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Green Ridge Wealth Planning’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	$3.18M	Buy	4,172 +31	+0.7%	+$23.6K	1.28%	22
2026 Q2	$3.09M	Buy	4,141 +512	+14%	+$371K	1.3%	22
2026 Q1	$2.36M	Sell	3,629 -15	-0.4%	-$10.2K	1.24%	21
2025 Q4	$2.49M	Buy	+3,644	New	+$2.46M	1.27%	19

Other funds holding SPY

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Green Ridge Wealth Planning's SPY Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.75% in Q3 2026, buying an estimated $23.6K and bringing the position to 4,172 shares worth $3.18M. The position accounts for 1.28% of the portfolio, ranked #22.

Green Ridge Wealth Planning first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Green Ridge Wealth Planning held 4,172 shares of State Street SPDR S&P 500 ETF Trust worth $3.18M as of Q3 2026.
Green Ridge Wealth Planning bought 31 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $23.6K.
State Street SPDR S&P 500 ETF Trust made up 1.28% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #22 holding.
Green Ridge Wealth Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.