MYeCFO’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

MYeCFO’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	$1.35M	Buy	1,775 +11	+0.6%	+$8.36K	0.51%	28
2026 Q2	$1.32M	Hold	1,764	–	–	0.5%	28
2026 Q1	$1.15M	Sell	1,764 -48	-3%	-$32.6K	0.48%	29
2025 Q4	$1.24M	Buy	1,812 +2	+0.1%	+$1.35K	0.52%	28
2025 Q3	$1.21M	Sell	1,810 -79	-4%	-$50.6K	0.55%	28
2025 Q2	$1.17M	Hold	1,889	–	–	0.57%	28
2025 Q1	$1.06M	Buy	1,889 +39	+2%	+$22.9K	0.56%	29
2024 Q4	$1.08M	Buy	1,850 +6	+0.3%	+$3.54K	0.59%	28
2024 Q3	$1.06M	Buy	1,844 +59	+3%	+$32.6K	0.57%	27
2024 Q2	$971K	Buy	1,785 +44	+3%	+$23K	0.56%	27
2024 Q1	$911K	Hold	1,741	–	–	0.53%	30
2023 Q4	$828K	Sell	1,741 -152	-8%	-$67.7K	0.52%	31
2023 Q3	$809K	Buy	1,893 +75	+4%	+$33.4K	0.56%	30
2023 Q2	$806K	Hold	1,818	–	–	0.59%	27
2023 Q1	$744K	Sell	1,818 -200	-10%	-$79.8K	0.56%	26
2022 Q4	$772K	Buy	+2,018	New	+$776K	0.63%	26

Other funds holding SPY

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

MYeCFO's SPY Position: Q3 2026 in Review

MYeCFO increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.62% in Q3 2026, buying an estimated $8.36K and bringing the position to 1,775 shares worth $1.35M. The position accounts for 0.51% of the portfolio, ranked #28.

MYeCFO first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. 2,344 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

MYeCFO held 1,775 shares of State Street SPDR S&P 500 ETF Trust worth $1.35M as of Q3 2026.
MYeCFO bought 11 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $8.36K.
State Street SPDR S&P 500 ETF Trust made up 0.51% of MYeCFO's portfolio in Q3 2026, its #28 holding.
MYeCFO first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
2,344 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.