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

Heritage Wealth Architects’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	$752K	Sell	977 -20	-2%	-$15.2K	0.31%	33
2026 Q2	$747K	Buy	997 +27	+3%	+$19.6K	0.3%	38
2026 Q1	$699K	Buy	970 +381	+65%	+$259K	0.29%	40
2025 Q4	$406K	Buy	589 +77	+15%	+$52K	0.19%	55
2025 Q3	$341K	Buy	512 +162	+46%	+$104K	0.21%	46
2025 Q2	$216K	Buy	+350	New	+$200K	0.16%	48

Other funds holding SPY

VFA

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

SDAM

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

PWM

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

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 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

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Heritage Wealth Architects's SPY Position: Q3 2026 in Review

Heritage Wealth Architects reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q3 2026, selling an estimated $15.2K and leaving 977 shares worth $752K. The position accounts for 0.31% of the portfolio, ranked #33.

Heritage Wealth Architects first reported a position in SPY in Q2 2025 and has held it in 6 quarters since. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Heritage Wealth Architects held 977 shares of State Street SPDR S&P 500 ETF Trust worth $752K as of Q3 2026.
Heritage Wealth Architects sold 20 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $15.2K.
State Street SPDR S&P 500 ETF Trust made up 0.31% of Heritage Wealth Architects's portfolio in Q3 2026, its #33 holding.
Heritage Wealth Architects first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 6 quarters since.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.