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

MASECO Private Wealth’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	$8.06M	Sell	10,571 -372	-3%	-$283K	0.22%	33
2026 Q2	$8.17M	Buy	10,943 +19	+0.2%	+$13.8K	0.23%	32
2026 Q1	$7.1M	Buy	10,924 +212	+2%	+$144K	0.22%	32
2025 Q4	$7.3M	Buy	10,712 +3	+0%	+$2.03K	0.32%	25
2025 Q3	$7.13M	Sell	10,709 -1,351	-11%	-$866K	0.35%	22
2025 Q2	$7.45M	Buy	+12,060	New	+$6.89M	0.28%	33

Other funds holding SPY

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

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

MASECO Private Wealth's SPY Position: Q3 2026 in Review

MASECO Private Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.4% in Q3 2026, selling an estimated $283K and leaving 10,571 shares worth $8.06M. The position accounts for 0.22% of the portfolio, ranked #33.

MASECO Private Wealth first reported a position in SPY in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.17M in Q2 2026. 1,898 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

MASECO Private Wealth held 10,571 shares of State Street SPDR S&P 500 ETF Trust worth $8.06M as of Q3 2026.
MASECO Private Wealth sold 372 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $283K.
State Street SPDR S&P 500 ETF Trust made up 0.22% of MASECO Private Wealth's portfolio in Q3 2026, its #33 holding.
MASECO Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 6 quarters since.
MASECO Private Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $8.17M in Q2 2026.
1,898 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.