James T. Borello
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James T. Borello’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

James T. Borello’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 		$16.5M Buy
21,590
+48
+0.2% +$36.5K 3.42% 9
2026
Q2 		$16.1M Buy
21,542
+36
+0.2% +$26.1K 3.47% 10
2026
Q1 		$14M Buy
21,506
+18
+0.1% +$12.2K 3.54% 10
2025
Q4 		$14.7M Sell
21,488
-381
-2% -$258K 3.78% 9
2025
Q3 		$14.6M Sell
21,869
-97
-0.4% -$62.2K 3.94% 8
2025
Q2 		$13.6M Buy
21,966
+47
+0.2% +$26.9K 3.95% 8
2025
Q1 		$12.3M Sell
21,919
-38
-0.2% -$22.3K 3.93% 8
2024
Q4 		$12.9M Buy
21,957
+312
+1% +$184K 4.8% 6
2024
Q3 		$12.4M Buy
21,645
+33
+0.2% +$18.2K 5.05% 7
2024
Q2 		$11.8M Buy
21,612
+2
+0% +$1.05K 5.21% 7
2024
Q1 		$11.3M Buy
21,610
+14,942
+224% +$7.44M 5.15% 7
2023
Q4 		$3.17M Buy
+6,668
New +$2.97M 2.59% 10

Other funds holding SPY

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

James T. Borello's SPY Position: Q3 2026 in Review

James T. Borello increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.22% in Q3 2026, buying an estimated $36.5K and bringing the position to 21,590 shares worth $16.5M. The position accounts for 3.42% of the portfolio, ranked #9.

James T. Borello first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 2,019 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • James T. Borello held 21,590 shares of State Street SPDR S&P 500 ETF Trust worth $16.5M as of Q3 2026.
  • James T. Borello bought 48 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $36.5K.
  • State Street SPDR S&P 500 ETF Trust made up 3.42% of James T. Borello's portfolio in Q3 2026, its #9 holding.
  • James T. Borello first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
  • 2,019 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.