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

Meriwether Wealth & Planning’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	$19.8K	Buy	+26	New	+$19.8K	0.01%	350

Other funds holding SPY

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 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

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

Meriwether Wealth & Planning's SPY Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 26 shares worth $19.8K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings.

2,060 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Meriwether Wealth & Planning held 26 shares of State Street SPDR S&P 500 ETF Trust worth $19.8K as of Q3 2026.
State Street SPDR S&P 500 ETF Trust was a new Meriwether Wealth & Planning position in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #350 holding.
2,060 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.