Precedent Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Precedent Wealth Partners's SPY Position: Q3 2026 in Review
Precedent Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q3 2026, buying an estimated $22.8K and bringing the position to 2,324 shares worth $1.77M. The position accounts for 0.27% of the portfolio, ranked #100.
Precedent Wealth Partners first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 3,685 funds tracked by Wall St. Rank hold SPY as of Q3 2026.
- Precedent Wealth Partners held 2,324 shares of State Street SPDR S&P 500 ETF Trust worth $1.77M as of Q3 2026.
- Precedent Wealth Partners bought 30 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $22.8K.
- State Street SPDR S&P 500 ETF Trust made up 0.27% of Precedent Wealth Partners's portfolio in Q3 2026, its #100 holding.
- Precedent Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
- 3,685 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.
Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.