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

Madrona Financial Services’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	$3.24M	Sell	4,246 -205	-5%	-$156K	0.5%	39
2026 Q2	$3.32M	Hold	4,451	–	–	0.61%	27
2026 Q1	$2.89M	Sell	4,451 -481	-10%	-$327K	0.63%	28
2025 Q4	$3.36M	Sell	4,932 -1	-0%	-$676	0.72%	27
2025 Q3	$3.29M	Sell	4,933 -129	-3%	-$82.7K	0.73%	26
2025 Q2	$3.13M	Buy	5,062 +574	+13%	+$328K	0.75%	26
2025 Q1	$2.51M	Sell	4,488 -64	-1%	-$37.6K	0.69%	28
2024 Q4	$2.67M	Sell	4,552 -191	-4%	-$113K	0.73%	35
2024 Q3	$2.72M	Sell	4,743 -41	-0.9%	-$22.7K	0.76%	31
2024 Q2	$2.6M	Sell	4,784 -415	-8%	-$217K	0.8%	30
2024 Q1	$2.72M	Sell	5,199 -360	-6%	-$179K	0.95%	26
2023 Q4	$2.64M	Sell	5,559 -2,496	-31%	-$1.11M	1.04%	23
2023 Q3	$3.44M	Sell	8,055 -24,073	-75%	-$10.7M	1.57%	16
2023 Q2	$14.2M	Sell	32,128 -3,266	-9%	-$1.37M	6.96%	3
2023 Q1	$14.5M	Sell	35,394 -2,865	-7%	-$1.14M	7.77%	2
2022 Q4	$14.6M	Buy	38,259 +321	+0.8%	+$123K	8.37%	2
2022 Q3	$13.6M	Buy	37,938 +642	+2%	+$255K	8.37%	2
2022 Q2	$14.1M	Buy	37,296 +1,977	+6%	+$810K	8.24%	2
2022 Q1	$15.8M	Buy	35,319 +14,114	+67%	+$6.28M	7.77%	2
2021 Q4	$10.1M	Buy	21,205 +802	+4%	+$368K	4.26%	5
2021 Q3	$8.76M	Buy	20,403 +1,771	+10%	+$781K	4.16%	6
2021 Q2	$7.98M	Buy	18,632 +352	+2%	+$147K	4.1%	5
2021 Q1	$7.24M	Buy	18,280 +1,367	+8%	+$527K	3.72%	6
2020 Q4	$6.32M	Buy	16,913 +306	+2%	+$109K	3.53%	7
2020 Q3	$5.56M	Buy	16,607 +1,907	+13%	+$632K	3.49%	7
2020 Q2	$4.53M	Buy	14,700 +1,395	+10%	+$408K	3.13%	8
2020 Q1	$3.43M	Buy	+13,305	New	+$4.06M	2.85%	11
2016 Q4	–	Sell	-1,125	Closed	-$243K	–	40
2016 Q3	$243K	Buy	+1,125	New	+$243K	0.26%	32

Other funds holding SPY

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Madrona Financial Services's SPY Position: Q3 2026 in Review

Madrona Financial Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.6% in Q3 2026, selling an estimated $156K and leaving 4,246 shares worth $3.24M. The position accounts for 0.5% of the portfolio, ranked #39.

Madrona Financial Services first reported a position in SPY in Q3 2016 and has held it in 28 quarters since. The position peaked at $15.8M in Q1 2022. 2,017 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Madrona Financial Services held 4,246 shares of State Street SPDR S&P 500 ETF Trust worth $3.24M as of Q3 2026.
Madrona Financial Services sold 205 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $156K.
State Street SPDR S&P 500 ETF Trust made up 0.5% of Madrona Financial Services's portfolio in Q3 2026, its #39 holding.
Madrona Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2016 and has held it in 28 quarters since.
Madrona Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $15.8M in Q1 2022.
2,017 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.