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

Leslie Global Wealth’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	$1.97M	Buy	2,582 +652	+34%	+$495K	0.73%	25
2026 Q2	$1.44M	Buy	1,930 +3	+0.2%	+$2.18K	0.56%	24
2026 Q1	$1.25M	Sell	1,927 -669	-26%	-$455K	0.66%	19
2025 Q4	$1.77M	Buy	2,596 +603	+30%	+$408K	0.8%	19
2025 Q3	$1.33M	Sell	1,993 -651	-25%	-$417K	0.62%	23
2025 Q2	$1.63M	Buy	2,644 +1,005	+61%	+$574K	0.87%	18
2025 Q1	$917K	Buy	1,639 +747	+84%	+$439K	0.45%	26
2024 Q4	$523K	Sell	892 -2,613	-75%	-$1.54M	0.24%	41
2024 Q3	$2.01M	Buy	3,505 +1,584	+82%	+$876K	0.98%	22
2024 Q2	$1.05M	Buy	+1,921	New	+$1.01M	0.61%	27

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

Leslie Global Wealth's SPY Position: Q3 2026 in Review

Leslie Global Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 34% in Q3 2026, buying an estimated $495K and bringing the position to 2,582 shares worth $1.97M. The position accounts for 0.73% of the portfolio, ranked #25.

Leslie Global Wealth first reported a position in SPY in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.01M in Q3 2024. 2,262 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Leslie Global Wealth held 2,582 shares of State Street SPDR S&P 500 ETF Trust worth $1.97M as of Q3 2026.
Leslie Global Wealth bought 652 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $495K.
State Street SPDR S&P 500 ETF Trust made up 0.73% of Leslie Global Wealth's portfolio in Q3 2026, its #25 holding.
Leslie Global Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 10 quarters since.
Leslie Global Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $2.01M in Q3 2024.
2,262 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.