Net Worth Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Net Worth Advisory Group’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	$2.79M	Sell	3,652 -38	-1%	-$28.9K	0.7%	25
2026 Q2	$2.76M	Buy	3,690 +45	+1%	+$32.6K	0.69%	24
2026 Q1	$2.37M	Sell	3,645 -65	-2%	-$44.2K	0.49%	41
2025 Q4	$2.53M	Buy	3,710 +275	+8%	+$186K	0.51%	39
2025 Q3	$2.29M	Sell	3,435 -415	-11%	-$266K	0.66%	25
2025 Q2	$2.38M	Buy	3,850 +1,818	+89%	+$1.04M	0.53%	40
2025 Q1	$1.14M	Sell	2,032 -4,450	-69%	-$2.62M	0.36%	39
2024 Q4	$3.8M	Buy	6,482 +3,516	+119%	+$2.07M	1.15%	16
2024 Q3	$1.7M	Buy	+2,966	New	+$1.64M	0.5%	32

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 19.15% 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 26.78% 1-Year Est. Return

SDAM

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Net Worth Advisory Group's SPY Position: Q3 2026 in Review

Net Worth Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q3 2026, selling an estimated $28.9K and leaving 3,652 shares worth $2.79M. The position accounts for 0.7% of the portfolio, ranked #25.

Net Worth Advisory Group first reported a position in SPY in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.8M in Q4 2024. 1,236 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Net Worth Advisory Group held 3,652 shares of State Street SPDR S&P 500 ETF Trust worth $2.79M as of Q3 2026.
Net Worth Advisory Group sold 38 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $28.9K.
State Street SPDR S&P 500 ETF Trust made up 0.7% of Net Worth Advisory Group's portfolio in Q3 2026, its #25 holding.
Net Worth Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $3.8M in Q4 2024.
1,236 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.