Noble Wealth Management PBC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Noble Wealth Management PBC’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	$863K	Sell	1,132 -70	-6%	-$53.2K	0.39%	75
2026 Q2	$898K	Sell	1,202 -146	-11%	-$106K	0.4%	70
2026 Q1	$877K	Sell	1,348 -116	-8%	-$78.9K	0.44%	60
2025 Q4	$998K	Sell	1,464 -18	-1%	-$12.2K	0.5%	54
2025 Q3	$987K	Buy	+1,482	New	+$950K	0.53%	53
2025 Q1	$867K	Sell	1,550 -55	-3%	-$32.3K	0.59%	52
2024 Q4	$941K	Buy	+1,605	New	+$946K	0.65%	50

Other funds holding SPY

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SDAM

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

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

FCM

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Noble Wealth Management PBC's SPY Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.8% in Q3 2026, selling an estimated $53.2K and leaving 1,132 shares worth $863K. The position accounts for 0.39% of the portfolio, ranked #75.

Noble Wealth Management PBC first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $998K in Q4 2025. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Noble Wealth Management PBC held 1,132 shares of State Street SPDR S&P 500 ETF Trust worth $863K as of Q3 2026.
Noble Wealth Management PBC sold 70 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $53.2K.
State Street SPDR S&P 500 ETF Trust made up 0.39% of Noble Wealth Management PBC's portfolio in Q3 2026, its #75 holding.
Noble Wealth Management PBC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's State Street SPDR S&P 500 ETF Trust position peaked at $998K in Q4 2025.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.