Proactive Wealth Strategies
SPY icon

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

Proactive Wealth Strategies’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 		$550K Buy
720
+11
+2% +$8.36K 0.08% 142
2026
Q2 		$530K Buy
709
+18
+3% +$13K 0.09% 145
2026
Q1 		$450K Buy
691
+362
+110% +$246K 0.08% 152
2025
Q4 		$225K Buy
+329
New +$222K 0.09% 141

Other funds holding SPY

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
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

Proactive Wealth Strategies's SPY Position: Q3 2026 in Review

Proactive Wealth Strategies increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q3 2026, buying an estimated $8.36K and bringing the position to 720 shares worth $550K. The position accounts for 0.08% of the portfolio, ranked #142.

Proactive Wealth Strategies first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Proactive Wealth Strategies held 720 shares of State Street SPDR S&P 500 ETF Trust worth $550K as of Q3 2026.
  • Proactive Wealth Strategies bought 11 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $8.36K.
  • State Street SPDR S&P 500 ETF Trust made up 0.08% of Proactive Wealth Strategies's portfolio in Q3 2026, its #142 holding.
  • Proactive Wealth Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
  • 3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.