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

Melone 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	$222K	Buy	291 +1	+0.3%	+$760	0.09%	54
2026 Q2	$216K	Sell	290 -141	-33%	-$102K	0.08%	57
2026 Q1	$280K	Buy	431 +1	+0.2%	+$680	0.11%	56
2025 Q4	$293K	Sell	430 -113	-21%	-$76.4K	0.12%	52
2025 Q3	$362K	Buy	543 +1	+0.2%	+$641	0.16%	49
2025 Q2	$333K	Sell	542 -27	-5%	-$15.4K	0.17%	45
2025 Q1	$318K	Buy	569 +171	+43%	+$101K	0.17%	45
2024 Q4	$233K	Buy	398 +1	+0.3%	+$589	0.12%	46
2024 Q3	$228K	Buy	397 +2	+0.5%	+$1.11K	0.12%	46
2024 Q2	$215K	Buy	395 +3	+0.8%	+$1.57K	0.13%	48
2024 Q1	$205K	Buy	+392	New	+$195K	0.12%	48

Other funds holding SPY

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

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

Melone Private Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.34% in Q3 2026, buying an estimated $760 and bringing the position to 291 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #54.

Melone Private Wealth first reported a position in SPY in Q1 2024 and has held it in 11 quarters since. The position peaked at $362K in Q3 2025. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Melone Private Wealth held 291 shares of State Street SPDR S&P 500 ETF Trust worth $222K as of Q3 2026.
Melone Private Wealth bought 1 State Street SPDR S&P 500 ETF Trust share in Q3 2026, an estimated $760.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Melone Private Wealth's portfolio in Q3 2026, its #54 holding.
Melone Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 11 quarters since.
Melone Private Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $362K in Q3 2025.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.