Park Edge Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Park Edge 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
2026 Q3	$2M	Sell	2,621 -45	-2%	-$34.2K	0.42%	49
2026 Q2	$1.99M	Buy	2,666 +3	+0.1%	+$2.18K	0.42%	50
2026 Q1	$1.73M	Sell	2,663 -1,961	-42%	-$1.33M	0.4%	46
2025 Q4	$3.15M	Buy	4,624 +248	+6%	+$168K	0.71%	30
2025 Q3	$2.92M	Buy	4,376 +208	+5%	+$133K	0.67%	27
2025 Q2	$2.58M	Buy	4,168 +2,015	+94%	+$1.15M	0.66%	29
2025 Q1	$1.2M	Buy	2,153 +83	+4%	+$48.8K	0.34%	51
2024 Q4	$1.21M	Sell	2,070 -59	-3%	-$34.8K	0.35%	55
2024 Q3	$1.22M	Buy	2,129 +150	+8%	+$82.9K	0.35%	63
2024 Q2	$1.08M	Sell	1,979 -259	-12%	-$136K	0.33%	52
2024 Q1	$1.17M	Buy	2,238 +10	+0.4%	+$4.98K	0.33%	42
2023 Q4	$1.06M	Buy	2,228 +177	+9%	+$78.8K	0.37%	37
2023 Q3	$877K	Sell	2,051 -37	-2%	-$16.5K	0.32%	39
2023 Q2	$926K	Buy	2,088 +20	+1%	+$8.39K	0.31%	33
2023 Q1	$847K	Hold	2,068	–	–	0.33%	32
2022 Q4	$791K	Buy	+2,068	New	+$795K	0.35%	31

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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 of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Park Edge Advisors's SPY Position: Q3 2026 in Review

Park Edge Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q3 2026, selling an estimated $34.2K and leaving 2,621 shares worth $2M. The position accounts for 0.42% of the portfolio, ranked #49.

Park Edge Advisors first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.15M in Q4 2025. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Park Edge Advisors held 2,621 shares of State Street SPDR S&P 500 ETF Trust worth $2M as of Q3 2026.
Park Edge Advisors sold 45 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $34.2K.
State Street SPDR S&P 500 ETF Trust made up 0.42% of Park Edge Advisors's portfolio in Q3 2026, its #49 holding.
Park Edge Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
Park Edge Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $3.15M in Q4 2025.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Park Edge Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.