Patrick M. Sweeney & Associates
SPY icon

Patrick M. Sweeney & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Patrick M. Sweeney & Associates’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 		$1.45M Hold
1,899
– – 0.82% 27
2026
Q2 		$1.42M Sell
1,899
-9
-0.5% -$6.52K 0.81% 27
2026
Q1 		$1.24M Sell
1,908
-30
-2% -$20.4K 0.8% 30
2025
Q4 		$1.32M Sell
1,938
-25
-1% -$16.9K 0.83% 25
2025
Q3 		$1.31M Hold
1,963
– – 0.85% 25
2025
Q2 		$1.23M Sell
1,963
-12
-0.6% -$6.86K 0.84% 25
2025
Q1 		$1.1M Hold
1,975
– – 0.83% 23
2024
Q4 		$1.16M Sell
1,975
-50
-2% -$29.5K 0.87% 23
2024
Q3 		$1.16M Buy
2,025
+26
+1% +$14.4K 0.85% 25
2024
Q2 		$1.09M Sell
1,999
-21
-1% -$11K 0.88% 24
2024
Q1 		$1.06M Hold
2,020
– – 0.87% 26
2023
Q4 		$960K Buy
+2,020
New +$900K 0.88% 28

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Patrick M. Sweeney & Associates's SPY Position: Q3 2026 in Review

Patrick M. Sweeney & Associates held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 1,899 shares worth $1.45M. The position accounts for 0.82% of the portfolio, ranked #27.

Patrick M. Sweeney & Associates first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 2,965 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Patrick M. Sweeney & Associates held 1,899 shares of State Street SPDR S&P 500 ETF Trust worth $1.45M as of Q3 2026.
  • Patrick M. Sweeney & Associates 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 0.82% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #27 holding.
  • Patrick M. Sweeney & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
  • 2,965 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.