My Personal CFO LLC
SPY icon

My Personal CFO LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

My Personal CFO LLC’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 		$7.75M Buy
10,164
+156
+2% +$119K 2.78% 10
2026
Q2 		$7.47M Buy
10,008
+216
+2% +$157K 2.92% 10
2026
Q1 		$6.37M Buy
9,792
+110
+1% +$74.8K 2.79% 10
2025
Q4 		$6.6M Buy
9,682
+8,519
+733% +$5.76M 2.75% 10
2025
Q3 		$775K Sell
1,163
-9,232
-89% -$5.92M 0.3% 45
2025
Q2 		$6.42M Buy
10,395
+4
+0% +$2.29K 2.92% 8
2025
Q1 		$5.81M Buy
10,391
+483
+5% +$284K 2.93% 7
2024
Q4 		$5.81M Buy
9,908
+1,002
+11% +$590K 2.98% 7
2024
Q3 		$5.11M Buy
8,906
+192
+2% +$106K 2.8% 7
2024
Q2 		$4.74M Buy
8,714
+104
+1% +$54.4K 2.53% 8
2024
Q1 		$4.5M Buy
8,610
+31
+0.4% +$15.4K 2.6% 8
2023
Q4 		$4.08M Sell
8,579
-57
-0.7% -$25.4K 2.65% 8
2023
Q3 		$3.69M Hold
8,636
– – 2.98% 7
2023
Q2 		$3.83M Buy
8,636
+39
+0.5% +$16.4K 3.01% 8
2023
Q1 		$3.52M Buy
8,597
+3,111
+57% +$1.24M 3% 9
2022
Q4 		$3.29M Hold
5,486
– – 3.03% 6
2022
Q3 		$1.96M Sell
5,486
-3,036
-36% -$1.21M 2.98% 10
2022
Q2 		$3.22M Hold
8,522
– – 4.13% 6
2022
Q1 		$3.85M Hold
8,522
– – 3.98% 6
2021
Q4 		$4.05M Buy
+8,522
New +$3.91M 3.53% 6

Other funds holding SPY

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

My Personal CFO LLC's SPY Position: Q3 2026 in Review

My Personal CFO LLC increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q3 2026, buying an estimated $119K and bringing the position to 10,164 shares worth $7.75M. The position accounts for 2.78% of the portfolio, ranked #10.

My Personal CFO LLC first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • My Personal CFO LLC held 10,164 shares of State Street SPDR S&P 500 ETF Trust worth $7.75M as of Q3 2026.
  • My Personal CFO LLC bought 156 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $119K.
  • State Street SPDR S&P 500 ETF Trust made up 2.78% of My Personal CFO LLC's portfolio in Q3 2026, its #10 holding.
  • My Personal CFO LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 20 quarters since.
  • 3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.