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

PUREfi Wealth’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	$4.18M	Buy	5,481 +175	+3%	+$133K	1.95%	10
2026 Q2	$3.96M	Sell	5,306 -361	-6%	-$262K	2.18%	8
2026 Q1	$3.69M	Buy	5,667 +1,233	+28%	+$838K	2.41%	7
2025 Q4	$3.02M	Sell	4,434 -16	-0.4%	-$10.8K	2.32%	7
2025 Q3	$2.96M	Sell	4,450 -229	-5%	-$147K	2.28%	8
2025 Q2	$2.89M	Buy	4,679 +168	+4%	+$96K	2.31%	8
2025 Q1	$2.52M	Buy	4,511 +1,079	+31%	+$634K	2.52%	6
2024 Q4	$2.01M	Buy	+3,432	New	+$2.02M	1.97%	8

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 19.15% 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 26.78% 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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PUREfi Wealth's SPY Position: Q3 2026 in Review

PUREfi Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.3% in Q3 2026, buying an estimated $133K and bringing the position to 5,481 shares worth $4.18M. The position accounts for 1.95% of the portfolio, ranked #10.

PUREfi Wealth first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 1,053 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

PUREfi Wealth held 5,481 shares of State Street SPDR S&P 500 ETF Trust worth $4.18M as of Q3 2026.
PUREfi Wealth bought 175 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $133K.
State Street SPDR S&P 500 ETF Trust made up 1.95% of PUREfi Wealth's portfolio in Q3 2026, its #10 holding.
PUREfi Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.