Gridiron Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Gridiron Partners’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	$18.7M	Hold	24,484	–	–	9.36%	3
2026 Q2	$18.3M	Buy	24,484 +44	+0.2%	+$31.9K	9.6%	3
2026 Q1	$15.9M	Sell	24,440 -1,593	-6%	-$1.08M	9.71%	3
2025 Q4	$17.8M	Hold	26,033	–	–	10.11%	3
2025 Q3	$17.3M	Hold	26,033	–	–	9.85%	3
2025 Q2	$16.1M	Buy	26,033 +1,272	+5%	+$727K	9.98%	3
2025 Q1	$13.9M	Sell	24,761 -1,239	-5%	-$728K	8.86%	3
2024 Q4	$15.2M	Hold	26,000	–	–	9.65%	3
2024 Q3	$14.9M	Hold	26,000	–	–	9.03%	3
2024 Q2	$14.1M	Sell	26,000 -216	-0.8%	-$113K	9.01%	3
2024 Q1	$13.7M	Hold	26,216	–	–	8.74%	3
2023 Q4	$12.5M	Buy	+26,216	New	+$11.7M	8.79%	3

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 19.15% 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 26.78% 1-Year Est. Return

SDAM

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

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gridiron Partners's SPY Position: Q3 2026 in Review

Gridiron Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 24,484 shares worth $18.7M. The position accounts for 9.36% of the portfolio, ranked #3.

Gridiron Partners first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Gridiron Partners held 24,484 shares of State Street SPDR S&P 500 ETF Trust worth $18.7M as of Q3 2026.
Gridiron Partners 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 9.36% of Gridiron Partners's portfolio in Q3 2026, its #3 holding.
Gridiron Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Gridiron Partners's 13F filing for Q3 2026, filed 8 Oct 2026.