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

McBroom & 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 		$3.04M Buy
3,986
+834
+26% +$634K 1.84% 20
2026
Q2 		$2.35M Sell
3,152
-86
-3% -$62.4K 1.18% 22
2026
Q1 		$2.11M Sell
3,238
-220
-6% -$150K 1.17% 22
2025
Q4 		$2.36M Buy
3,458
+73
+2% +$49.3K 1.15% 22
2025
Q3 		$2.26M Sell
3,385
-68
-2% -$43.6K 1.07% 23
2025
Q2 		$1.93M Hold
3,453
– – 1.1% 24
2025
Q1 		$1.93M Sell
3,453
-233
-6% -$137K 1.1% 24
2024
Q4 		$2.16M Sell
3,686
-25
-0.7% -$14.7K 1.22% 20
2024
Q3 		$2.13M Sell
3,711
-7
-0.2% -$3.87K 1.3% 21
2024
Q2 		$2.02M Sell
3,718
-70
-2% -$36.6K 1.27% 21
2024
Q1 		$1.98M Sell
3,788
-66
-2% -$32.9K 1.3% 21
2023
Q4 		$1.83M Buy
3,854
+142
+4% +$63.3K 1.34% 21
2023
Q3 		$1.59M Buy
3,712
+315
+9% +$140K 1.26% 23
2023
Q2 		$1.51M Buy
3,397
+160
+5% +$67.1K 1.19% 23
2023
Q1 		$1.33M Sell
3,237
-501
-13% -$200K 1.19% 24
2022
Q4 		$1.43M Sell
3,738
-883
-19% -$339K 1.55% 24
2022
Q3 		$1.65M Sell
4,621
-296
-6% -$118K 1.86% 23
2022
Q2 		$1.86M Sell
4,917
-238
-5% -$97.5K 2.02% 22
2022
Q1 		$2.33M Buy
5,155
+322
+7% +$143K 2.06% 20
2021
Q4 		$2.3M Buy
+4,833
New +$2.22M 1.73% 22

Other funds holding SPY

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 Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

McBroom & Associates's SPY Position: Q3 2026 in Review

McBroom & Associates increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 26% in Q3 2026, buying an estimated $634K and bringing the position to 3,986 shares worth $3.04M. The position accounts for 1.84% of the portfolio, ranked #20.

McBroom & Associates first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. 2,262 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • McBroom & Associates held 3,986 shares of State Street SPDR S&P 500 ETF Trust worth $3.04M as of Q3 2026.
  • McBroom & Associates bought 834 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $634K.
  • State Street SPDR S&P 500 ETF Trust made up 1.84% of McBroom & Associates's portfolio in Q3 2026, its #20 holding.
  • McBroom & 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.
  • 2,262 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.