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

Inlight Wealth Management’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	$261K	Buy	343 +4	+1%	+$3.04K	0.07%	57
2026 Q2	$253K	Buy	+339	New	+$246K	0.08%	47
2026 Q1	–	Sell	-107	Closed	-$73K	–	193
2025 Q4	$73K	Buy	+107	New	+$72.3K	0.03%	90

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

Inlight Wealth Management's SPY Position: Q3 2026 in Review

Inlight Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q3 2026, buying an estimated $3.04K and bringing the position to 343 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #57.

Inlight Wealth Management first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Inlight Wealth Management held 343 shares of State Street SPDR S&P 500 ETF Trust worth $261K as of Q3 2026.
Inlight Wealth Management bought 4 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $3.04K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Inlight Wealth Management's portfolio in Q3 2026, its #57 holding.
Inlight Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Inlight Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.