Palo Alto Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Palo Alto Wealth Advisors’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
2025 Q3	$1.85M	Buy	2,705 +20	+0.7%	+$12.8K	0.54%	20
2025 Q2	$1.66M	Hold	2,685	–	–	0.63%	19
2025 Q1	$1.58M	Sell	2,685 -60	-2%	-$35.3K	0.61%	18
2024 Q4	$1.61M	Buy	2,745 +319	+13%	+$188K	0.57%	18
2024 Q3	$1.42M	Sell	2,426 -2	-0.1%	-$1.11K	0.59%	19
2024 Q2	$1.33M	Sell	2,428 -207	-8%	-$108K	0.92%	17
2024 Q1	$1.38M	Sell	2,635 -35	-1%	-$17.4K	0.97%	16
2023 Q4	$1.27M	Hold	2,670	–	–	0.96%	17
2023 Q3	$1.15M	Sell	2,670 -230	-8%	-$102K	0.96%	15
2023 Q2	$1.29M	Hold	2,900	–	–	1.03%	14
2023 Q1	$1.19M	Sell	2,900 -113	-4%	-$45.1K	0.95%	17
2022 Q4	$1.16M	Buy	+3,013	New	+$1.16M	0.99%	17

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Palo Alto Wealth Advisors's SPY Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.74% in Q3 2025, buying an estimated $12.8K and bringing the position to 2,705 shares worth $1.85M. The position accounts for 0.54% of the portfolio, ranked #20.

Palo Alto Wealth Advisors first reported a position in SPY in Q4 2022 and has held it in 12 quarters since. 4,246 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Palo Alto Wealth Advisors held 2,705 shares of State Street SPDR S&P 500 ETF Trust worth $1.85M as of Q3 2025.
Palo Alto Wealth Advisors bought 20 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $12.8K.
State Street SPDR S&P 500 ETF Trust made up 0.54% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #20 holding.
Palo Alto Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 12 quarters since.
4,246 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.