One Advisory Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

One Advisory Partners’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	$1.37M	Sell	1,796 -17	-0.9%	-$12.9K	0.37%	33
2026 Q2	$1.35M	Buy	1,813 +50	+3%	+$36.2K	0.37%	34
2026 Q1	$1.15M	Sell	1,763 -5	-0.3%	-$3.4K	0.35%	33
2025 Q4	$1.21M	Buy	1,768 +5	+0.3%	+$3.38K	0.36%	29
2025 Q3	$1.17M	Sell	1,763 -68	-4%	-$43.6K	0.36%	29
2025 Q2	$1.16M	Buy	1,831 +172	+10%	+$98.3K	0.39%	27
2025 Q1	$928K	Hold	1,659	–	–	0.4%	25
2024 Q4	$972K	Hold	1,659	–	–	0.43%	25
2024 Q3	$952K	Hold	1,659	–	–	0.42%	24
2024 Q2	$903K	Hold	1,659	–	–	0.42%	26
2024 Q1	$868K	Sell	1,659 -53	-3%	-$26.4K	0.43%	27
2023 Q4	$814K	Hold	1,712	–	–	0.43%	28
2023 Q3	$732K	Hold	1,712	–	–	0.43%	27
2023 Q2	$759K	Hold	1,712	–	–	0.43%	25
2023 Q1	$701K	Sell	1,712 -9	-0.5%	-$3.59K	0.41%	24
2022 Q4	$658K	Buy	1,721 +249	+17%	+$95.7K	0.42%	31
2022 Q3	$526K	Sell	1,472 -332	-18%	-$132K	0.36%	33
2022 Q2	$681K	Sell	1,804 -1,078	-37%	-$442K	0.45%	33
2022 Q1	$1.3M	Sell	2,882 -44	-2%	-$19.6K	0.76%	19
2021 Q4	$1.39M	Hold	2,926	–	–	0.79%	19
2021 Q3	$1.26M	Sell	2,926 -10	-0.3%	-$4.41K	0.78%	20
2021 Q2	$1.26M	Sell	2,936 -629	-18%	-$263K	0.77%	19
2021 Q1	$1.41M	Sell	3,565 -1,490	-29%	-$575K	0.93%	20
2020 Q4	$1.89M	Sell	5,055 -759	-13%	-$269K	1.29%	17
2020 Q3	$1.95M	Sell	5,814 -7,313	-56%	-$2.42M	1.48%	18
2020 Q2	$4.05M	Buy	+13,127	New	+$3.84M	3.27%	13

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 19.14% 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 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

One Advisory Partners's SPY Position: Q3 2026 in Review

One Advisory Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.94% in Q3 2026, selling an estimated $12.9K and leaving 1,796 shares worth $1.37M. The position accounts for 0.37% of the portfolio, ranked #33.

One Advisory Partners first reported a position in SPY in Q2 2020 and has held it in 26 quarters since. The position peaked at $4.05M in Q2 2020. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

One Advisory Partners held 1,796 shares of State Street SPDR S&P 500 ETF Trust worth $1.37M as of Q3 2026.
One Advisory Partners sold 17 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $12.9K.
State Street SPDR S&P 500 ETF Trust made up 0.37% of One Advisory Partners's portfolio in Q3 2026, its #33 holding.
One Advisory Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 26 quarters since.
One Advisory Partners's State Street SPDR S&P 500 ETF Trust position peaked at $4.05M in Q2 2020.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.