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

Highline Wealth 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	$1.75M	Sell	2,291 -34	-1%	-$25.8K	0.33%	45
2026 Q2	$1.74M	Buy	2,325 +907	+64%	+$658K	0.35%	49
2026 Q1	$922K	Buy	1,418 +726	+105%	+$494K	0.24%	50
2025 Q4	$472K	Buy	692 +4	+0.6%	+$2.7K	0.13%	47
2025 Q3	$458K	Buy	688 +10	+1%	+$6.41K	0.12%	76
2025 Q2	$419K	Sell	678 -126	-16%	-$72K	0.12%	74
2025 Q1	$450K	Buy	804 +490	+156%	+$288K	0.15%	72
2024 Q4	$184K	Sell	314 -13	-4%	-$7.66K	0.06%	97
2024 Q3	$188K	Sell	327 -141	-30%	-$78K	0.06%	97
2024 Q2	$255K	Buy	468 +1	+0.2%	+$523	0.1%	90
2024 Q1	$244K	Buy	467 +169	+57%	+$84.1K	0.1%	92
2023 Q4	$142K	Sell	298 -202	-40%	-$90K	0.07%	102
2023 Q3	$214K	Buy	500 +194	+63%	+$86.3K	0.13%	84
2023 Q2	$135K	Buy	306 +16	+6%	+$6.72K	0.09%	92
2023 Q1	$119K	Sell	290 -44	-13%	-$17.6K	0.08%	92
2022 Q4	$128K	Sell	334 -12	-3%	-$4.61K	0.09%	96
2022 Q3	$124K	Buy	+346	New	+$137K	0.1%	86

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 19.14% 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

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

Highline Wealth Partners's SPY Position: Q3 2026 in Review

Highline Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q3 2026, selling an estimated $25.8K and leaving 2,291 shares worth $1.75M. The position accounts for 0.33% of the portfolio, ranked #45.

Highline Wealth Partners first reported a position in SPY in Q3 2022 and has held it in 17 quarters since. 1,767 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Highline Wealth Partners held 2,291 shares of State Street SPDR S&P 500 ETF Trust worth $1.75M as of Q3 2026.
Highline Wealth Partners sold 34 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $25.8K.
State Street SPDR S&P 500 ETF Trust made up 0.33% of Highline Wealth Partners's portfolio in Q3 2026, its #45 holding.
Highline Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2022 and has held it in 17 quarters since.
1,767 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.