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

Impact Capital 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	$3.49M	Buy	4,571 +406	+10%	+$308K	0.96%	21
2026 Q2	$3.11M	Buy	4,165 +112	+3%	+$81.2K	0.85%	24
2026 Q1	$2.64M	Buy	4,053 +74	+2%	+$50.3K	0.8%	29
2025 Q4	$2.71M	Buy	3,979 +572	+17%	+$387K	0.8%	31
2025 Q3	$2.27M	Buy	3,407 +30	+0.9%	+$19.2K	0.68%	37
2025 Q2	$2.09M	Buy	3,377 +1,024	+44%	+$585K	0.68%	38
2025 Q1	$1.32M	Sell	2,353 -403	-15%	-$237K	0.48%	54
2024 Q4	$1.62M	Buy	+2,756	New	+$1.62M	0.57%	46

Other funds holding SPY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Impact Capital Partners's SPY Position: Q3 2026 in Review

Impact Capital Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.7% in Q3 2026, buying an estimated $308K and bringing the position to 4,571 shares worth $3.49M. The position accounts for 0.96% of the portfolio, ranked #21.

Impact Capital Partners first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Impact Capital Partners held 4,571 shares of State Street SPDR S&P 500 ETF Trust worth $3.49M as of Q3 2026.
Impact Capital Partners bought 406 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $308K.
State Street SPDR S&P 500 ETF Trust made up 0.96% of Impact Capital Partners's portfolio in Q3 2026, its #21 holding.
Impact Capital Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.