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

Proathlete Wealth Management’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	$2.07M	Hold	2,715	–	–	0.45%	20
2026 Q2	$2.03M	Sell	2,715 -267	-9%	-$194K	0.5%	19
2026 Q1	$1.94M	Buy	2,982 +6	+0.2%	+$4.08K	0.54%	19
2025 Q4	$2.03M	Buy	2,976 +301	+11%	+$203K	0.55%	19
2025 Q3	$1.78M	Buy	2,675 +7	+0.3%	+$4.49K	0.51%	19
2025 Q2	$1.65M	Sell	2,668 -7	-0.3%	-$4K	0.52%	21
2025 Q1	$1.5M	Buy	2,675 +7	+0.3%	+$4.11K	0.55%	22
2024 Q4	$1.56M	Buy	2,668 +8	+0.3%	+$4.71K	0.59%	22
2024 Q3	$1.53M	Buy	2,660 +8	+0.3%	+$4.42K	0.63%	21
2024 Q2	$1.44M	Buy	2,652 +8	+0.3%	+$4.19K	0.68%	20
2024 Q1	$1.38M	Sell	2,644 -320	-11%	-$159K	0.74%	18
2023 Q4	$1.41M	Buy	+2,964	New	+$1.32M	0.83%	17

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 19.14% 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 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Proathlete Wealth Management's SPY Position: Q3 2026 in Review

Proathlete Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 2,715 shares worth $2.07M. The position accounts for 0.45% of the portfolio, ranked #20.

Proathlete Wealth Management first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 1,865 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Proathlete Wealth Management held 2,715 shares of State Street SPDR S&P 500 ETF Trust worth $2.07M as of Q3 2026.
Proathlete Wealth Management 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 0.45% of Proathlete Wealth Management's portfolio in Q3 2026, its #20 holding.
Proathlete Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
1,865 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.