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

Meadowbrook 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	$829K	Buy	1,087 +150	+16%	+$114K	0.87%	29
2026 Q2	$699K	Hold	937	–	–	0.75%	31
2026 Q1	$609K	Hold	937	–	–	0.81%	36
2025 Q4	$639K	Buy	937 +82	+10%	+$55.4K	0.73%	35
2025 Q3	$570K	Buy	+855	New	+$548K	0.59%	39

Other funds holding SPY

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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Meadowbrook Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q3 2026, buying an estimated $114K and bringing the position to 1,087 shares worth $829K. The position accounts for 0.87% of the portfolio, ranked #29.

Meadowbrook Wealth Management first reported a position in SPY in Q3 2025 and has held it in 5 quarters since. 3,185 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Meadowbrook Wealth Management held 1,087 shares of State Street SPDR S&P 500 ETF Trust worth $829K as of Q3 2026.
Meadowbrook Wealth Management bought 150 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $114K.
State Street SPDR S&P 500 ETF Trust made up 0.87% of Meadowbrook Wealth Management's portfolio in Q3 2026, its #29 holding.
Meadowbrook Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 5 quarters since.
3,185 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.