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

Monument Capital 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	$5.51M	Sell	7,223 -237	-3%	-$180K	1.15%	18
2026 Q2	$5.57M	Buy	7,460 +6,164	+476%	+$4.47M	1.12%	22
2026 Q1	$843K	Sell	1,296 -13	-1%	-$8.84K	0.21%	104
2025 Q4	$892K	Sell	1,309 -22	-2%	-$14.9K	0.22%	102
2025 Q3	$887K	Sell	1,331 -150	-10%	-$96.2K	0.22%	102
2025 Q2	$915K	Sell	1,481 -1	-0.1%	-$572	0.24%	96
2025 Q1	$829K	Buy	1,482 +60	+4%	+$35.3K	0.25%	92
2024 Q4	$833K	Sell	1,422 -163	-10%	-$96K	0.23%	86
2024 Q3	$909K	Sell	1,585 -183	-10%	-$101K	0.25%	81
2024 Q2	$962K	Sell	1,768 -9,920	-85%	-$5.19M	0.28%	77
2024 Q1	$6.11M	Sell	11,688 -26,159	-69%	-$13M	1.76%	7
2023 Q4	$18M	Sell	37,847 -2,397	-6%	-$1.07M	5.79%	1
2023 Q3	$17.2M	Sell	40,244 -1,047	-3%	-$466K	5.77%	1
2023 Q2	$18.3M	Buy	41,291 +15,673	+61%	+$6.58M	5.84%	2
2023 Q1	$10.5M	Sell	25,618 -28	-0.1%	-$11.2K	3.51%	4
2022 Q4	$9.8M	Sell	25,646 -7,253	-22%	-$2.79M	3.35%	5
2022 Q3	$11.8M	Buy	32,899 +20,884	+174%	+$8.29M	4.41%	4
2022 Q2	$4.53M	Sell	12,015 -40,626	-77%	-$16.6M	1.71%	7
2022 Q1	$23.8M	Buy	52,641 +1,440	+3%	+$641K	7.71%	1
2021 Q4	$24.3M	Buy	51,201 +7,573	+17%	+$3.48M	7.55%	1
2021 Q3	$18.7M	Buy	43,628 +9,983	+30%	+$4.4M	6.37%	2
2021 Q2	$14.4M	Buy	33,645 +10,723	+47%	+$4.48M	4.99%	2
2021 Q1	$9.08M	Buy	22,922 +16,265	+244%	+$6.27M	3.64%	5
2020 Q4	$2.49M	Sell	6,657 -10,232	-61%	-$3.63M	1.15%	38
2020 Q3	$5.66M	Buy	16,889 +10,475	+163%	+$3.47M	2.98%	4
2020 Q2	$1.98M	Buy	+6,414	New	+$1.88M	1.16%	42
2018 Q4	–	Sell	-340	Closed	-$99K	–	278
2018 Q3	$99K	Buy	340 +150	+79%	+$42.7K	0.06%	104
2018 Q2	$52K	Hold	190	–	–	0.04%	94
2018 Q1	$48K	Hold	190	–	–	0.03%	90
2017 Q4	$50K	Buy	+190	New	+$49.4K	0.04%	81

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

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

Monument Capital Management's SPY Position: Q3 2026 in Review

Monument Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.2% in Q3 2026, selling an estimated $180K and leaving 7,223 shares worth $5.51M. The position accounts for 1.15% of the portfolio, ranked #18.

Monument Capital Management first reported a position in SPY in Q4 2017 and has held it in 30 quarters since. The position peaked at $24.3M in Q4 2021. 3,098 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Monument Capital Management held 7,223 shares of State Street SPDR S&P 500 ETF Trust worth $5.51M as of Q3 2026.
Monument Capital Management sold 237 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $180K.
State Street SPDR S&P 500 ETF Trust made up 1.15% of Monument Capital Management's portfolio in Q3 2026, its #18 holding.
Monument Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 30 quarters since.
Monument Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $24.3M in Q4 2021.
3,098 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.