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

Lee-Kelleher 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	$13.7M	Sell	18,021 -74	-0.4%	-$56.2K	7.07%	4
2026 Q2	$13.5M	Sell	18,095 -176	-1%	-$128K	7.07%	3
2026 Q1	$11.9M	Sell	18,271 -106	-0.6%	-$72.1K	7.07%	3
2025 Q4	$12.5M	Buy	18,377 +108	+0.6%	+$73K	7.48%	3
2025 Q3	$12.2M	Sell	18,269 -515	-3%	-$330K	7.5%	3
2025 Q2	$11.6M	Sell	18,784 -471	-2%	-$269K	7.71%	4
2025 Q1	$10.8M	Buy	19,255 +457	+2%	+$269K	7.92%	3
2024 Q4	$11M	Buy	+18,798	New	+$11.1M	7.85%	3

Other funds holding SPY

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

FCM

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Lee-Kelleher Wealth Management's SPY Position: Q3 2026 in Review

Lee-Kelleher Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.41% in Q3 2026, selling an estimated $56.2K and leaving 18,021 shares worth $13.7M. The position accounts for 7.07% of the portfolio, ranked #4.

Lee-Kelleher Wealth Management first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Lee-Kelleher Wealth Management held 18,021 shares of State Street SPDR S&P 500 ETF Trust worth $13.7M as of Q3 2026.
Lee-Kelleher Wealth Management sold 74 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $56.2K.
State Street SPDR S&P 500 ETF Trust made up 7.07% of Lee-Kelleher Wealth Management's portfolio in Q3 2026, its #4 holding.
Lee-Kelleher Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.