Pines Wealth Management
SPY icon

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

Pines 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 		$5.99M Sell
7,855
-101
-1% -$76.7K 1.7% 10
2026
Q2 		$5.94M Sell
7,956
-171
-2% -$124K 1.71% 10
2026
Q1 		$5.29M Buy
8,127
+228
+3% +$155K 1.71% 10
2025
Q4 		$5.39M Buy
7,899
+14
+0.2% +$9.46K 1.74% 13
2025
Q3 		$5.25M Buy
7,885
+289
+4% +$185K 1.77% 12
2025
Q2 		$4.75M Buy
7,596
+405
+6% +$232K 1.68% 13
2025
Q1 		$3.57M Buy
7,191
+501
+7% +$294K 1.65% 13
2024
Q4 		$3.88M Buy
+6,690
New +$3.94M 1.69% 14

Other funds holding SPY

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

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

Pines Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q3 2026, selling an estimated $76.7K and leaving 7,855 shares worth $5.99M. The position accounts for 1.7% of the portfolio, ranked #10.

Pines Wealth Management first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 1,503 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Pines Wealth Management held 7,855 shares of State Street SPDR S&P 500 ETF Trust worth $5.99M as of Q3 2026.
  • Pines Wealth Management sold 101 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $76.7K.
  • State Street SPDR S&P 500 ETF Trust made up 1.7% of Pines Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Pines 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.
  • 1,503 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.