15 Wealth Advisors LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

15 Wealth Advisors LLC’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	$6.37M	Buy	+8,348	New	+$6.34M	1.6%	17

Other funds holding SPY

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

15 Wealth Advisors LLC's SPY Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 8,348 shares worth $6.37M. The stake represents 1.6% of the portfolio and ranks #17 among its holdings.

614 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

15 Wealth Advisors LLC held 8,348 shares of State Street SPDR S&P 500 ETF Trust worth $6.37M as of Q3 2026.
State Street SPDR S&P 500 ETF Trust was a new 15 Wealth Advisors LLC position in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 1.6% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #17 holding.
614 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.