Helen Stephens Group
SPY icon

Helen Stephens Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Helen Stephens Group’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 		$11.5M Buy
14,991
+943
+7% +$716K 1.83% 13
2026
Q2 		$10.5M Buy
14,048
+13
+0.1% +$9.42K 1.79% 13
2026
Q1 		$9.13M Buy
14,035
+15
+0.1% +$10.2K 1.82% 13
2025
Q4 		$9.6M Buy
14,020
+48
+0.3% +$32.4K 2.01% 11
2025
Q3 		$9.31M Buy
13,972
+277
+2% +$178K 2.07% 11
2025
Q2 		$8.46M Buy
13,695
+364
+3% +$208K 2.1% 11
2025
Q1 		$7.46M Buy
13,331
+2,799
+27% +$1.65M 2.11% 12
2024
Q4 		$6.17M Buy
10,532
+274
+3% +$161K 1.83% 14
2024
Q3 		$5.89M Buy
10,258
+889
+9% +$492K 1.79% 14
2024
Q2 		$5.1M Buy
9,369
+372
+4% +$195K 1.76% 16
2024
Q1 		$4.71M Sell
8,997
-239
-3% -$119K 1.82% 15
2023
Q4 		$4.39M Sell
9,236
-120
-1% -$53.5K 1.97% 13
2023
Q3 		$4M Buy
9,356
+1
+0% +$445 2.07% 14
2023
Q2 		$4.15M Sell
9,355
-482
-5% -$202K 2.1% 13
2023
Q1 		$4.03M Buy
9,837
+620
+7% +$247K 2.09% 14
2022
Q4 		$3.52M Sell
9,217
-161
-2% -$61.9K 2.1% 14
2022
Q3 		$3.35M Buy
9,378
+4
+0% +$1.59K 2.35% 15
2022
Q2 		$3.54M Buy
9,374
+2
+0% +$819 2.51% 11
2022
Q1 		$4.23M Sell
9,372
-15
-0.2% -$6.68K 2.92% 11
2021
Q4 		$4.46M Buy
+9,387
New +$4.31M 3.57% 8

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
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

Helen Stephens Group's SPY Position: Q3 2026 in Review

Helen Stephens Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.7% in Q3 2026, buying an estimated $716K and bringing the position to 14,991 shares worth $11.5M. The position accounts for 1.83% of the portfolio, ranked #13.

Helen Stephens Group first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. 2,262 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Helen Stephens Group held 14,991 shares of State Street SPDR S&P 500 ETF Trust worth $11.5M as of Q3 2026.
  • Helen Stephens Group bought 943 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $716K.
  • State Street SPDR S&P 500 ETF Trust made up 1.83% of Helen Stephens Group's portfolio in Q3 2026, its #13 holding.
  • Helen Stephens Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 20 quarters since.
  • 2,262 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.