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

Heirloom Wealth Management’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	$5.5M	Buy	7,212 +16	+0.2%	+$12.2K	0.71%	29
2026 Q2	$5.37M	Sell	7,196 -458	-6%	-$332K	0.78%	27
2026 Q1	$4.98M	Buy	+7,654	New	+$5.2M	0.9%	26

Other funds holding SPY

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Heirloom Wealth Management's SPY Position: Q3 2026 in Review

Heirloom Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.22% in Q3 2026, buying an estimated $12.2K and bringing the position to 7,212 shares worth $5.5M. The position accounts for 0.71% of the portfolio, ranked #29.

Heirloom Wealth Management first reported a position in SPY in Q1 2026 and has held it in 3 quarters since. 2,066 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Heirloom Wealth Management held 7,212 shares of State Street SPDR S&P 500 ETF Trust worth $5.5M as of Q3 2026.
Heirloom Wealth Management bought 16 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $12.2K.
State Street SPDR S&P 500 ETF Trust made up 0.71% of Heirloom Wealth Management's portfolio in Q3 2026, its #29 holding.
Heirloom Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and has held it in 3 quarters since.
2,066 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.