Marion Wealth Management
SPY icon

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

Marion 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 		$1.36M Buy
1,781
+4
+0.2% +$3.04K 0.27% 78
2026
Q2 		$1.33M Sell
1,777
-8
-0.4% -$5.8K 0.27% 79
2026
Q1 		$1.16M Buy
1,785
+17
+1% +$11.6K 0.26% 79
2025
Q4 		$1.22M Sell
1,768
-196
-10% -$132K 0.27% 73
2025
Q3 		$1.31M Buy
1,964
+18
+0.9% +$11.5K 0.31% 70
2025
Q2 		$1.2M Buy
1,946
+40
+2% +$22.9K 0.3% 70
2025
Q1 		$1.07M Buy
1,906
+36
+2% +$21.2K 0.28% 73
2024
Q4 		$1.1M Buy
1,870
+4
+0.2% +$2.36K 0.29% 73
2024
Q3 		$1.07M Buy
1,866
+17
+0.9% +$9.4K 0.29% 74
2024
Q2 		$1.01M Sell
1,849
-74
-4% -$38.7K 0.3% 70
2024
Q1 		$1.01M Buy
1,923
+356
+23% +$177K 0.3% 69
2023
Q4 		$745K Buy
1,567
+181
+13% +$80.6K 0.24% 76
2023
Q3 		$592K Buy
1,386
+313
+29% +$139K 0.21% 78
2023
Q2 		$476K Sell
1,073
-98
-8% -$41.1K 0.17% 82
2023
Q1 		$479K Buy
1,171
+4
+0.3% +$1.6K 0.18% 83
2022
Q4 		$446K Buy
1,167
+10
+0.9% +$3.84K 0.19% 82
2022
Q3 		$413K Buy
1,157
+147
+15% +$58.4K 0.21% 81
2022
Q2 		$381K Buy
+1,010
New +$414K 0.2% 85
2022
Q1 		– Sell
-72
Closed -$34K – 97
2021
Q4 		$34K Buy
+72
New +$33.1K 0.02% 99

Other funds holding SPY

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Marion Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.23% in Q3 2026, buying an estimated $3.04K and bringing the position to 1,781 shares worth $1.36M. The position accounts for 0.27% of the portfolio, ranked #78.

Marion Wealth Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 2,831 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Marion Wealth Management held 1,781 shares of State Street SPDR S&P 500 ETF Trust worth $1.36M as of Q3 2026.
  • Marion Wealth Management bought 4 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $3.04K.
  • State Street SPDR S&P 500 ETF Trust made up 0.27% of Marion Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Marion Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • 2,831 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.