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

Koa 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	$459K	Buy	602 +102	+20%	+$77.5K	0.3%	44
2026 Q2	$373K	Sell	500 -5	-1%	-$3.62K	0.25%	47
2026 Q1	$328K	Sell	505 -78	-13%	-$53K	0.24%	47
2025 Q4	$398K	Sell	583 -86	-13%	-$58.1K	0.27%	48
2025 Q3	$446K	Buy	669 +142	+27%	+$91K	0.33%	48
2025 Q2	$326K	Buy	527 +99	+23%	+$56.6K	0.26%	47
2025 Q1	$239K	Buy	428 +32	+8%	+$18.8K	0.19%	45
2024 Q4	$232K	Sell	396 -107	-21%	-$63K	0.19%	47
2024 Q3	$289K	Sell	503 -10	-2%	-$5.53K	0.22%	44
2024 Q2	$279K	Buy	513 +50	+11%	+$26.2K	0.24%	45
2024 Q1	$242K	Buy	+463	New	+$231K	0.22%	45

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

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

Koa Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 20% in Q3 2026, buying an estimated $77.5K and bringing the position to 602 shares worth $459K. The position accounts for 0.3% of the portfolio, ranked #44.

Koa Wealth Management first reported a position in SPY in Q1 2024 and has held it in 11 quarters since. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Koa Wealth Management held 602 shares of State Street SPDR S&P 500 ETF Trust worth $459K as of Q3 2026.
Koa Wealth Management bought 102 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $77.5K.
State Street SPDR S&P 500 ETF Trust made up 0.3% of Koa Wealth Management's portfolio in Q3 2026, its #44 holding.
Koa Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 11 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 Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.