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

Martel Wealth Advisors’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	$1.05M	Hold	1,375	–	–	0.16%	27
2026 Q2	$1.03M	Buy	1,375 +92	+7%	+$66.7K	0.16%	28
2026 Q1	$834K	Sell	1,283 -1,107	-46%	-$753K	0.14%	30
2025 Q4	$1.63M	Sell	2,390 -27	-1%	-$18.2K	0.28%	28
2025 Q3	$1.61M	Sell	2,417 -6	-0.2%	-$3.85K	0.28%	27
2025 Q2	$1.5M	Buy	2,423 +302	+14%	+$173K	0.28%	27
2025 Q1	$1.19M	Sell	2,121 -350	-14%	-$206K	0.24%	27
2024 Q4	$1.45M	Sell	2,471 -58	-2%	-$34.2K	0.28%	28
2024 Q3	$1.45M	Sell	2,529 -86	-3%	-$47.6K	0.3%	26
2024 Q2	$1.42M	Sell	2,615 -639	-20%	-$334K	0.31%	27
2024 Q1	$1.7M	Sell	3,254 -1,999	-38%	-$995K	0.37%	26
2023 Q4	$2.5M	Sell	5,253 -279	-5%	-$124K	0.57%	21
2023 Q3	$2.36M	Sell	5,532 -91	-2%	-$40.5K	0.59%	21
2023 Q2	$2.49M	Sell	5,623 -111	-2%	-$46.6K	0.6%	20
2023 Q1	$2.35M	Sell	5,734 -58	-1%	-$23.1K	0.6%	22
2022 Q4	$2.22M	Buy	5,792 +642	+12%	+$247K	0.6%	23
2022 Q3	$1.84M	Buy	5,150 +56	+1%	+$22.2K	0.53%	25
2022 Q2	$1.92M	Sell	5,094 -147	-3%	-$60.2K	0.52%	23
2022 Q1	$2.37M	Sell	5,241 -53	-1%	-$23.6K	0.58%	21
2021 Q4	$2.51M	Sell	5,294 -100	-2%	-$45.9K	0.6%	20
2021 Q3	$2.31M	Sell	5,394 -133	-2%	-$58.7K	0.58%	21
2021 Q2	$2.37M	Sell	5,527 -173	-3%	-$72.2K	0.6%	21
2021 Q1	$2.26M	Sell	5,700 -136	-2%	-$52.4K	0.62%	21
2020 Q4	$2.18M	Buy	5,836 +546	+10%	+$194K	0.63%	21
2020 Q3	$1.77M	Sell	5,290 -134	-2%	-$44.4K	0.57%	19
2020 Q2	$1.67M	Buy	5,424 +72	+1%	+$21.1K	0.58%	18
2020 Q1	$1.38M	Sell	5,352 -112	-2%	-$34.2K	0.54%	20
2019 Q4	$1.76M	Sell	5,464 -425	-7%	-$131K	0.61%	19
2019 Q3	$1.75M	Sell	5,889 -89	-1%	-$26.3K	0.63%	18
2019 Q2	$1.75M	Sell	5,978 -126	-2%	-$36.3K	0.64%	18
2019 Q1	$1.72M	Sell	6,104 -1,848	-23%	-$502K	0.65%	20
2018 Q4	$1.99M	Sell	7,952 -53	-0.7%	-$14.3K	0.82%	17
2018 Q3	$2.33M	Buy	+8,005	New	+$2.28M	0.89%	17

Other funds holding SPY

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Martel Wealth Advisors's SPY Position: Q3 2026 in Review

Martel Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 1,375 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #27.

Martel Wealth Advisors first reported a position in SPY in Q3 2018 and has held it in 33 quarters since. The position peaked at $2.51M in Q4 2021. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Martel Wealth Advisors held 1,375 shares of State Street SPDR S&P 500 ETF Trust worth $1.05M as of Q3 2026.
Martel Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Martel Wealth Advisors's portfolio in Q3 2026, its #27 holding.
Martel Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2018 and has held it in 33 quarters since.
Martel Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.51M in Q4 2021.
3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Martel Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.