Leverty Financial Group
SPY icon

Leverty Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Leverty Financial Group’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 		$6.23M Sell
8,166
-174
-2% -$132K 1.14% 13
2026
Q2 		$6.23M Sell
8,340
-142
-2% -$103K 1.21% 12
2026
Q1 		$5.52M Sell
8,482
-428
-5% -$291K 1.22% 11
2025
Q4 		$6.08M Sell
8,910
-32
-0.4% -$21.6K 1.45% 10
2025
Q3 		$5.96M Sell
8,942
-185
-2% -$119K 1.55% 10
2025
Q2 		$5.64M Sell
9,127
-2,060
-18% -$1.18M 1.68% 10
2025
Q1 		$6.26M Buy
11,187
+140
+1% +$82.3K 2.56% 6
2024
Q4 		$6.47M Buy
11,047
+100
+0.9% +$58.9K 3.29% 5
2024
Q3 		$6.28M Buy
10,947
+2,110
+24% +$1.17M 3.43% 5
2024
Q2 		$4.81M Sell
8,837
-267
-3% -$140K 2.85% 7
2024
Q1 		$4.76M Sell
9,104
-122
-1% -$60.7K 2.84% 7
2023
Q4 		$4.39M Sell
9,226
-697
-7% -$310K 2.78% 7
2023
Q3 		$4.24M Sell
9,923
-360
-4% -$160K 3.08% 6
2023
Q2 		$4.56M Sell
10,283
-157
-2% -$65.9K 3.32% 5
2023
Q1 		$4.27M Buy
10,440
+99
+1% +$39.5K 3.35% 5
2022
Q4 		$3.95M Sell
10,341
-303
-3% -$116K 3.38% 6
2022
Q3 		$3.8M Sell
10,644
-370
-3% -$147K 3.68% 3
2022
Q2 		$4.16M Buy
11,014
+8,022
+268% +$3.29M 3.87% 3
2022
Q1 		$1.35M Buy
2,992
+2,409
+413% +$1.07M 1.07% 9
2021
Q4 		$276K Buy
+583
New +$268K 0.21% 15

Other funds holding SPY

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
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Leverty Financial Group's SPY Position: Q3 2026 in Review

Leverty Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q3 2026, selling an estimated $132K and leaving 8,166 shares worth $6.23M. The position accounts for 1.14% of the portfolio, ranked #13.

Leverty Financial Group first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.47M in Q4 2024. 1,394 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Leverty Financial Group held 8,166 shares of State Street SPDR S&P 500 ETF Trust worth $6.23M as of Q3 2026.
  • Leverty Financial Group sold 174 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $132K.
  • State Street SPDR S&P 500 ETF Trust made up 1.14% of Leverty Financial Group's portfolio in Q3 2026, its #13 holding.
  • Leverty Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 20 quarters since.
  • Leverty Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $6.47M in Q4 2024.
  • 1,394 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.