Q3 Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.75M Buy
9,037
+1,346
+18% +$976K 1.24% 10
2026
Q1
$5M Sell
7,691
-861
-10% -$585K 1.21% 8
2025
Q4
$5.83M Sell
8,552
-2,768
-24% -$1.87M 1.33% 12
2025
Q3
$7.54M Buy
11,320
+2,867
+34% +$1.84M 2.58% 3
2025
Q2
$5.22M Buy
8,453
+802
+10% +$458K 1.84% 5
2025
Q1
$4.28M Buy
7,651
+2,097
+38% +$1.23M 2.93% 10
2024
Q4
$3.25M Sell
5,554
-236
-4% -$139K 2.02% 13
2024
Q3
$3.32M Buy
5,790
+1,028
+22% +$568K 0.78% 18
2024
Q2
$2.59M Buy
+4,762
New +$2.49M 0.59% 24
2023
Q4
Sell
-2,309
Closed -$987K 64
2023
Q3
$987K Buy
+2,309
New +$1.03M 0.39% 26

Other funds holding SPY

Q3 Asset Management's SPY Position: Q2 2026 in Review

Q3 Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q2 2026, buying an estimated $976K and bringing the position to 9,037 shares worth $6.75M. The position accounts for 1.24% of the portfolio, ranked #10.

Q3 Asset Management first reported a position in SPY in Q3 2023 and has held it in 10 quarters since. The position peaked at $7.54M in Q3 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Q3 Asset Management held 9,037 shares of State Street SPDR S&P 500 ETF Trust worth $6.75M as of Q2 2026.
  • Q3 Asset Management bought 1,346 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $976K.
  • State Street SPDR S&P 500 ETF Trust made up 1.24% of Q3 Asset Management's portfolio in Q2 2026, its #10 holding.
  • Q3 Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 10 quarters since.
  • Q3 Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $7.54M in Q3 2025.
  • 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Q3 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.