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

Polaris Financial 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	$1.25M	Buy	+2,783	New	+$2.11M	0.56%	29

Other funds holding SPY

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Polaris Financial Partners's SPY Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 2,783 shares worth $1.25M. The stake represents 0.56% of the portfolio and ranks #29 among its holdings.

25 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Polaris Financial Partners held 2,783 shares of State Street SPDR S&P 500 ETF Trust worth $1.25M as of Q3 2026.
State Street SPDR S&P 500 ETF Trust was a new Polaris Financial Partners position in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.56% of Polaris Financial Partners's portfolio in Q3 2026, its #29 holding.
25 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.