Powers Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Powers Advisory Group’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	$1.28M	Hold	1,676	–	–	0.39%	44
2026 Q2	$1.25M	Hold	1,676	–	–	0.39%	47
2026 Q1	$1.09M	Hold	1,676	–	–	0.38%	46
2025 Q4	$1.14M	Hold	1,676	–	–	0.43%	42
2025 Q3	$1.12M	Hold	1,676	–	–	0.44%	37
2025 Q2	$1.04M	Hold	1,676	–	–	0.46%	38
2025 Q1	$938K	Sell	1,676 -27	-2%	-$15.9K	0.45%	40
2024 Q4	$998K	Sell	1,703 -3	-0.2%	-$1.77K	0.5%	35
2024 Q3	$979K	Hold	1,706	–	–	0.49%	35
2024 Q2	$928K	Sell	1,706 -1	-0.1%	-$523	0.51%	34
2024 Q1	$893K	Sell	1,707 -1	-0.1%	-$498	0.51%	38
2023 Q4	$812K	Hold	1,708	–	–	0.5%	38
2023 Q3	$730K	Hold	1,708	–	–	0.5%	40
2023 Q2	$757K	Buy	1,708 +1	+0.1%	+$420	0.5%	40
2023 Q1	$699K	Hold	1,707	–	–	0.49%	43
2022 Q4	$653K	Hold	1,707	–	–	0.48%	44
2022 Q3	$610K	Hold	1,707	–	–	0.49%	44
2022 Q2	$644K	Hold	1,707	–	–	0.5%	48
2022 Q1	$771K	Hold	1,707	–	–	0.54%	45
2021 Q4	$811K	Buy	+1,707	New	+$784K	0.57%	45

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Powers Advisory Group's SPY Position: Q3 2026 in Review

Powers Advisory Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 1,676 shares worth $1.28M. The position accounts for 0.39% of the portfolio, ranked #44.

Powers Advisory Group first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. 1,372 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Powers Advisory Group held 1,676 shares of State Street SPDR S&P 500 ETF Trust worth $1.28M as of Q3 2026.
Powers Advisory Group 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 0.39% of Powers Advisory Group's portfolio in Q3 2026, its #44 holding.
Powers Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 20 quarters since.
1,372 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.