Quantum Financial Partners
SPY icon

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

Quantum Financial Partners’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 		$6.09M Buy
7,980
+549
+7% +$417K 3.14% 6
2026
Q2 		$5.55M Buy
+7,431
New +$5.39M 2.84% 9

Other funds holding SPY

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Quantum Financial Partners's SPY Position: Q3 2026 in Review

Quantum Financial Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.4% in Q3 2026, buying an estimated $417K and bringing the position to 7,980 shares worth $6.09M. The position accounts for 3.14% of the portfolio, ranked #6.

Quantum Financial Partners first reported a position in SPY in Q2 2026 and has held it in 2 quarters since. 1,332 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Quantum Financial Partners held 7,980 shares of State Street SPDR S&P 500 ETF Trust worth $6.09M as of Q3 2026.
  • Quantum Financial Partners bought 549 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $417K.
  • State Street SPDR S&P 500 ETF Trust made up 3.14% of Quantum Financial Partners's portfolio in Q3 2026, its #6 holding.
  • Quantum Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2026 and has held it in 2 quarters since.
  • 1,332 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.