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

Professional Financial Advisors’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	$358K	Sell	469 -14	-3%	-$10.6K	0.06%	100
2026 Q2	$361K	Buy	483 +20	+4%	+$14.5K	0.06%	104
2026 Q1	$301K	Buy	463 +71	+18%	+$48.3K	0.06%	108
2025 Q4	$267K	Sell	392 -65	-14%	-$43.9K	0.05%	115
2025 Q3	$305K	Sell	457 -21	-4%	-$13.5K	0.06%	102
2025 Q2	$295K	Sell	478 -274	-36%	-$157K	0.07%	96
2025 Q1	$421K	Sell	752 -56	-7%	-$32.9K	0.11%	84
2024 Q4	$474K	Buy	808 +23	+3%	+$13.6K	0.12%	84
2024 Q3	$450K	Sell	785 -57	-7%	-$31.5K	0.12%	81
2024 Q2	$458K	Buy	842 +115	+16%	+$60.2K	0.13%	77
2024 Q1	$380K	Buy	+727	New	+$362K	0.11%	80
2023 Q4	–	Sell	-748	Closed	-$320K	–	97
2023 Q3	$320K	Buy	748 +193	+35%	+$85.8K	0.14%	76
2023 Q2	$246K	Buy	+555	New	+$233K	0.13%	68
2022 Q4	–	Sell	-142	Closed	-$51K	–	402
2022 Q3	$51K	Sell	142 -3,450	-96%	-$1.37M	0.03%	142
2022 Q2	$1.35M	Buy	3,592 +3,450	+2,430%	+$1.41M	0.76%	27
2022 Q1	$64K	Sell	142 -1,238	-90%	-$551K	0.03%	127
2021 Q4	$655K	Buy	1,380 +345	+33%	+$158K	0.28%	59
2021 Q3	$444K	Buy	1,035 +86	+9%	+$37.9K	0.25%	53
2021 Q2	$406K	Buy	949 +167	+21%	+$69.7K	0.22%	55
2021 Q1	$310K	Sell	782 -391	-33%	-$151K	0.19%	76
2020 Q4	$439K	Sell	1,173 -7	-0.6%	-$2.48K	0.35%	54
2020 Q3	$385K	Buy	+1,180	New	+$391K	0.36%	55
2020 Q1	–	Sell	-11,637	Closed	-$3.75M	–	72
2019 Q4	$3.75M	Buy	+11,637	New	+$3.58M	3.55%	8

Other funds holding SPY

VFA

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

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

SDAM

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

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

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Professional Financial Advisors's SPY Position: Q3 2026 in Review

Professional Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q3 2026, selling an estimated $10.6K and leaving 469 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #100.

Professional Financial Advisors first reported a position in SPY in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.75M in Q4 2019. 455 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Professional Financial Advisors held 469 shares of State Street SPDR S&P 500 ETF Trust worth $358K as of Q3 2026.
Professional Financial Advisors sold 14 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $10.6K.
State Street SPDR S&P 500 ETF Trust made up 0.06% of Professional Financial Advisors's portfolio in Q3 2026, its #100 holding.
Professional Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 23 quarters since.
Professional Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $3.75M in Q4 2019.
455 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.