Platform Technology Partners
SPY icon

Platform Technology Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Platform Technology Partners’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 		$5.55M Buy
7,277
+277
+4% +$210K 0.88% 24
2026
Q2 		$5.23M Sell
7,000
-159
-2% -$115K 0.86% 25
2026
Q1 		$4.66M Sell
7,159
-1,095
-13% -$744K 0.9% 25
2025
Q4 		$5.63M Buy
8,254
+301
+4% +$203K 1.2% 20
2025
Q3 		$5.3M Buy
7,953
+1,157
+17% +$742K 1.27% 18
2025
Q2 		$4.2M Sell
6,796
-328
-5% -$187K 1.1% 18
2025
Q1 		$3.98M Sell
7,124
-1
-0% -$588 1.16% 15
2024
Q4 		$4.18M Buy
7,125
+45
+0.6% +$26.5K 1.27% 16
2024
Q3 		$4.06M Buy
7,080
+44
+0.6% +$24.3K 1.28% 12
2024
Q2 		$3.83M Buy
+7,036
New +$3.68M 1.32% 14
2023
Q4 		$3.29M Buy
6,562
+179
+3% +$79.7K 1.28% 13
2023
Q3 		$2.73M Sell
6,383
-439
-6% -$195K 1.28% 13
2023
Q2 		$3.02M Sell
6,822
-238
-3% -$100K 1.42% 11
2023
Q1 		$2.89M Sell
7,060
-120
-2% -$47.9K 1.43% 9
2022
Q4 		$2.75M Sell
7,180
-1,092
-13% -$420K 1.42% 13
2022
Q3 		$2.96M Sell
8,272
-1,531
-16% -$608K 1.68% 8
2022
Q2 		$3.7M Buy
9,803
+442
+5% +$181K 2.02% 5
2022
Q1 		$4.23M Sell
9,361
-21,783
-70% -$9.7M 2.03% 5
2021
Q4 		$14.8M Buy
31,144
+290
+0.9% +$133K 6.5% 2
2021
Q3 		$13.2M Buy
30,854
+412
+1% +$182K 6% 2
2021
Q2 		$13M Buy
+30,442
New +$12.7M 5.37% 2
2020
Q4 		$11.4M Buy
30,444
+1,682
+6% +$597K 5.56% 2
2020
Q3 		$9.6M Sell
28,762
-1,439
-5% -$477K 5.9% 2
2020
Q2 		$9.31M Buy
30,201
+2,411
+9% +$706K 6.54% 1
2020
Q1 		$7.16M Sell
27,790
-150
-0.5% -$45.8K 6.52% 1
2019
Q4 		$8.99M Buy
+27,940
New +$8.6M 6.78% 1

Other funds holding SPY

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
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

Platform Technology Partners's SPY Position: Q3 2026 in Review

Platform Technology Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4% in Q3 2026, buying an estimated $210K and bringing the position to 7,277 shares worth $5.55M. The position accounts for 0.88% of the portfolio, ranked #24.

Platform Technology Partners first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.8M in Q4 2021. 2,408 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Platform Technology Partners held 7,277 shares of State Street SPDR S&P 500 ETF Trust worth $5.55M as of Q3 2026.
  • Platform Technology Partners bought 277 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $210K.
  • State Street SPDR S&P 500 ETF Trust made up 0.88% of Platform Technology Partners's portfolio in Q3 2026, its #24 holding.
  • Platform Technology Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
  • Platform Technology Partners's State Street SPDR S&P 500 ETF Trust position peaked at $14.8M in Q4 2021.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Platform Technology Partners's 13F filing for Q3 2026, filed 2 Nov 2026.