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

Quotient Wealth 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	$2.91M	Sell	3,814 -26	-0.7%	-$19.8K	0.07%	78
2026 Q2	$2.87M	Buy	3,840 +19	+0.5%	+$13.8K	0.07%	74
2026 Q1	$2.49M	Buy	3,821 +116	+3%	+$78.9K	0.07%	74
2025 Q4	$2.53M	Buy	3,705 +659	+22%	+$445K	0.07%	72
2025 Q3	$2.03M	Buy	3,046 +451	+17%	+$289K	0.06%	81
2025 Q2	$1.6M	Buy	2,595 +677	+35%	+$387K	0.05%	91
2025 Q1	$1.07M	Buy	1,918 +300	+19%	+$176K	0.03%	105
2024 Q4	$948K	Sell	1,618 -26	-2%	-$15.3K	0.03%	106
2024 Q3	$943K	Buy	1,644 +78	+5%	+$43.1K	0.03%	116
2024 Q2	$852K	Buy	1,566 +49	+3%	+$25.6K	0.03%	117
2024 Q1	$794K	Buy	1,517 +501	+49%	+$249K	0.03%	126
2023 Q4	$483K	Buy	+1,016	New	+$453K	0.02%	175

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Quotient Wealth Partners's SPY Position: Q3 2026 in Review

Quotient Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.68% in Q3 2026, selling an estimated $19.8K and leaving 3,814 shares worth $2.91M. The position accounts for 0.07% of the portfolio, ranked #78.

Quotient Wealth Partners first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Quotient Wealth Partners held 3,814 shares of State Street SPDR S&P 500 ETF Trust worth $2.91M as of Q3 2026.
Quotient Wealth Partners sold 26 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $19.8K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Quotient Wealth Partners's portfolio in Q3 2026, its #78 holding.
Quotient Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Quotient Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.