McAlister Sweet & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

McAlister Sweet & Associates’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	$52.1M	Sell	68,295 -14,446	-17%	-$11M	32.91%	1
2026 Q2	$61.8M	Buy	82,741 +8,907	+12%	+$6.46M	33.02%	1
2026 Q1	$48M	Buy	73,834 +17,939	+32%	+$12.2M	29.9%	1
2025 Q4	$38.1M	Sell	55,895 -25,050	-31%	-$16.9M	28.94%	1
2025 Q3	$53.9M	Buy	80,945 +37,172	+85%	+$23.8M	35.61%	1
2025 Q2	$27M	Buy	43,773 +38,916	+801%	+$22.2M	24%	1
2025 Q1	$2.72M	Sell	4,857 -44	-0.9%	-$25.9K	2.06%	17
2024 Q4	$2.87M	Sell	4,901 -29	-0.6%	-$17.1K	2.04%	11
2024 Q3	$2.83M	Sell	4,930 -3,513	-42%	-$1.94M	2.34%	15
2024 Q2	$4.59M	Sell	8,443 -2,174	-20%	-$1.14M	3.3%	10
2024 Q1	$5.55M	Buy	10,617 +50	+0.5%	+$24.9K	4.36%	5
2023 Q4	$5.02M	Buy	10,567 +2,149	+26%	+$957K	4.67%	6
2023 Q3	$3.6M	Sell	8,418 -57	-0.7%	-$25.4K	3.06%	8
2023 Q2	$3.76M	Sell	8,475 -4,814	-36%	-$2.02M	3.23%	7
2023 Q1	$5.44M	Buy	13,289 +1,041	+8%	+$415K	5.98%	6
2022 Q4	$4.68M	Sell	12,248 -2,112	-15%	-$812K	6.94%	5
2022 Q3	$5.13M	Buy	14,360 +4,465	+45%	+$1.77M	5.48%	5
2022 Q2	$3.73M	Buy	9,895 +7,288	+280%	+$2.99M	3.79%	9
2022 Q1	$1.18M	Buy	2,607 +535	+26%	+$238K	1.25%	16
2021 Q4	$984K	Buy	+2,072	New	+$951K	0.86%	21

Other funds holding SPY

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SDAM

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

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

FCM

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

McAlister Sweet & Associates's SPY Position: Q3 2026 in Review

McAlister Sweet & Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q3 2026, selling an estimated $11M and leaving 68,295 shares worth $52.1M. The position accounts for 32.91% of the portfolio, ranked #1.

McAlister Sweet & Associates first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. The position peaked at $61.8M in Q2 2026. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

McAlister Sweet & Associates held 68,295 shares of State Street SPDR S&P 500 ETF Trust worth $52.1M as of Q3 2026.
McAlister Sweet & Associates sold 14,446 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $11M.
State Street SPDR S&P 500 ETF Trust made up 32.91% of McAlister Sweet & Associates's portfolio in Q3 2026, its #1 holding.
McAlister Sweet & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 20 quarters since.
McAlister Sweet & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $61.8M in Q2 2026.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on McAlister Sweet & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.