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

Parkshore Wealth Management’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	$635K	Hold	833	–	–	0.16%	39
2026 Q2	$622K	Buy	833 +2	+0.2%	+$1.45K	0.18%	40
2026 Q1	$540K	Buy	831 +6	+0.7%	+$4.08K	0.18%	43
2025 Q4	$563K	Hold	825	–	–	0.21%	42
2025 Q3	$550K	Hold	825	–	–	0.22%	42
2025 Q2	$510K	Sell	825 -563	-41%	-$322K	0.25%	41
2025 Q1	$776K	Sell	1,388 -13	-0.9%	-$7.64K	0.45%	29
2024 Q4	$821K	Buy	+1,401	New	+$825K	0.49%	33

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

Parkshore Wealth Management's SPY Position: Q3 2026 in Review

Parkshore Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 833 shares worth $635K. The position accounts for 0.16% of the portfolio, ranked #39.

Parkshore Wealth Management first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. The position peaked at $821K in Q4 2024. 2,965 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Parkshore Wealth Management held 833 shares of State Street SPDR S&P 500 ETF Trust worth $635K as of Q3 2026.
Parkshore Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Parkshore Wealth Management's portfolio in Q3 2026, its #39 holding.
Parkshore Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $821K in Q4 2024.
2,965 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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