MWM
SPY icon

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

Maltin 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 		$305K Buy
+400
New +$304K 0.1% 119

Other funds holding SPY

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

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

Maltin Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.32% in Q3 2026, buying an estimated $760 and bringing the position to 309 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #134.

Maltin Wealth Management first reported a position in SPY in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.41M in Q4 2021. 582 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Maltin Wealth Management held 309 shares of State Street SPDR S&P 500 ETF Trust worth $235K as of Q3 2026.
  • Maltin Wealth Management bought 1 State Street SPDR S&P 500 ETF Trust share in Q3 2026, an estimated $760.
  • State Street SPDR S&P 500 ETF Trust made up 0.08% of Maltin Wealth Management's portfolio in Q3 2026, its #134 holding.
  • Maltin Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 28 quarters since.
  • Maltin Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.41M in Q4 2021.
  • 582 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Maltin Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.