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

Puff 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	$215K	Sell	282 -11	-4%	-$8.36K	0.2%	77
2026 Q2	$219K	Buy	+293	New	+$212K	0.22%	74
2025 Q4	$239K	Buy	349 +7	+2%	+$4.73K	0.31%	62
2025 Q3	$228K	Sell	342 -21	-6%	-$13.5K	0.35%	55
2025 Q2	$224K	Buy	+363	New	+$208K	0.16%	96
2025 Q1	–	Sell	-387	Closed	-$227K	–	107
2024 Q4	$227K	Buy	+387	New	+$228K	0.4%	52

Other funds holding SPY

VFA

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

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 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

FCM

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

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

Puff Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.8% in Q3 2026, selling an estimated $8.36K and leaving 282 shares worth $215K. The position accounts for 0.2% of the portfolio, ranked #77.

Puff Wealth Management first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $239K in Q4 2025. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Puff Wealth Management held 282 shares of State Street SPDR S&P 500 ETF Trust worth $215K as of Q3 2026.
Puff Wealth Management sold 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 0.2% of Puff Wealth Management's portfolio in Q3 2026, its #77 holding.
Puff Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Puff Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $239K in Q4 2025.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.