Guidance Point Advisors
SPY icon

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

Guidance Point 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 		$8.03M Sell
10,518
-220
-2% -$167K 1.68% 13
2026
Q2 		$8.02M Buy
10,738
+34
+0.3% +$24.6K 1.69% 12
2026
Q1 		$6.97M Buy
10,704
+202
+2% +$137K 1.65% 15
2025
Q4 		$7.17M Buy
10,502
+71
+0.7% +$48K 1.66% 13
2025
Q3 		$6.95M Sell
10,431
-639
-6% -$410K 1.68% 13
2025
Q2 		$6.84M Sell
11,070
-5
-0% -$2.86K 1.76% 13
2025
Q1 		$6.19M Sell
11,075
-165
-1% -$97K 1.76% 13
2024
Q4 		$6.59M Buy
11,240
+39
+0.3% +$23K 1.85% 13
2024
Q3 		$6.43M Buy
11,201
+32
+0.3% +$17.7K 1.88% 13
2024
Q2 		$6.09M Sell
11,169
-111
-1% -$58.1K 1.9% 13
2024
Q1 		$5.9M Buy
11,280
+2,361
+26% +$1.18M 1.93% 11
2023
Q4 		$4.24M Buy
8,919
+14
+0.2% +$6.24K 1.57% 14
2023
Q3 		$3.81M Buy
8,905
+430
+5% +$191K 1.55% 15
2023
Q2 		$3.76M Buy
8,475
+7
+0.1% +$2.94K 1.44% 15
2023
Q1 		$3.47M Buy
8,468
+27
+0.3% +$10.8K 1.4% 20
2022
Q4 		$3.23M Buy
8,441
+360
+4% +$138K 1.37% 20
2022
Q3 		$2.89M Buy
8,081
+29
+0.4% +$11.5K 1.32% 23
2022
Q2 		$3.04M Buy
8,052
+15
+0.2% +$6.14K 1.31% 18
2022
Q1 		$3.63M Buy
8,037
+58
+0.7% +$25.8K 1.37% 18
2021
Q4 		$3.79M Sell
7,979
-1,390
-15% -$638K 1.37% 15
2021
Q3 		$4.02M Buy
9,369
+41
+0.4% +$18.1K 1.47% 14
2021
Q2 		$3.99M Buy
9,328
+94
+1% +$39.2K 1.55% 14
2021
Q1 		$3.66M Buy
9,234
+154
+2% +$59.4K 1.52% 15
2020
Q4 		$3.4M Buy
9,080
+70
+0.8% +$24.8K 1.56% 15
2020
Q3 		$3.02M Buy
9,010
+24
+0.3% +$7.95K 1.66% 14
2020
Q2 		$2.77M Buy
8,986
+1,459
+19% +$427K 1.54% 17
2020
Q1 		$1.94M Sell
7,527
-51
-0.7% -$15.6K 1.26% 21
2019
Q4 		$2.44M Buy
7,578
+20
+0.3% +$6.16K 1.19% 19
2019
Q3 		$2.24M Buy
7,558
+20
+0.3% +$5.91K 1.23% 18
2019
Q2 		$2.21M Buy
7,538
+18
+0.2% +$5.18K 1.25% 18
2019
Q1 		$2.12M Sell
7,520
-74
-1% -$20.1K 1.25% 18
2018
Q4 		$1.9M Buy
+7,594
New +$2.05M 1.23% 16

Other funds holding SPY

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Guidance Point Advisors's SPY Position: Q3 2026 in Review

Guidance Point Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q3 2026, selling an estimated $167K and leaving 10,518 shares worth $8.03M. The position accounts for 1.68% of the portfolio, ranked #13.

Guidance Point Advisors first reported a position in SPY in Q4 2018 and has held it in 32 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Guidance Point Advisors held 10,518 shares of State Street SPDR S&P 500 ETF Trust worth $8.03M as of Q3 2026.
  • Guidance Point Advisors sold 220 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $167K.
  • State Street SPDR S&P 500 ETF Trust made up 1.68% of Guidance Point Advisors's portfolio in Q3 2026, its #13 holding.
  • Guidance Point Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 32 quarters since.
  • 1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Guidance Point Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.