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

MKD Wealth Coaches’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	$263K	Hold	345	–	–	0.22%	27
2026 Q2	$258K	Buy	+345	New	+$250K	0.22%	25
2019 Q3	–	Sell	-17,181	Closed	-$222K	–	180
2019 Q2	$222K	Buy	+17,181	New	+$4.95M	0.2%	45

Other funds holding SPY

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

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

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

MKD Wealth Coaches's SPY Position: Q3 2026 in Review

MKD Wealth Coaches held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 345 shares worth $263K. The position accounts for 0.22% of the portfolio, ranked #27.

MKD Wealth Coaches first reported a position in SPY in Q2 2019 and has held it in 3 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

MKD Wealth Coaches held 345 shares of State Street SPDR S&P 500 ETF Trust worth $263K as of Q3 2026.
MKD Wealth Coaches left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.22% of MKD Wealth Coaches's portfolio in Q3 2026, its #27 holding.
MKD Wealth Coaches first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 3 quarters since.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.