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

Infinity Wealth Counsel’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	$1.16M	Sell	1,525 -5	-0.3%	-$3.8K	0.94%	34
2026 Q2	$1.14M	Sell	1,530 -45	-3%	-$32.6K	0.92%	35
2026 Q1	$1.02M	Hold	1,575	–	–	0.94%	36
2025 Q4	$1.07M	Sell	1,575 -20	-1%	-$13.5K	0.98%	35
2025 Q3	$1.06M	Sell	1,595 -43	-3%	-$27.6K	1.03%	31
2025 Q2	$1.01M	Hold	1,638	–	–	1.02%	31
2025 Q1	$916K	Sell	1,638 -25	-2%	-$14.7K	0.99%	31
2024 Q4	$975K	Buy	+1,663	New	+$980K	1.04%	30

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 19.15% 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 26.78% 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

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Infinity Wealth Counsel's SPY Position: Q3 2026 in Review

Infinity Wealth Counsel reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.33% in Q3 2026, selling an estimated $3.8K and leaving 1,525 shares worth $1.16M. The position accounts for 0.94% of the portfolio, ranked #34.

Infinity Wealth Counsel first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 1,282 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Infinity Wealth Counsel held 1,525 shares of State Street SPDR S&P 500 ETF Trust worth $1.16M as of Q3 2026.
Infinity Wealth Counsel sold 5 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $3.8K.
State Street SPDR S&P 500 ETF Trust made up 0.94% of Infinity Wealth Counsel's portfolio in Q3 2026, its #34 holding.
Infinity Wealth Counsel first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
1,282 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Infinity Wealth Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.