Retireful LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Retireful LLC’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	$6.56M	Buy	8,596 +612	+8%	+$465K	5.65%	1
2026 Q2	$5.96M	Buy	7,984 +4,636	+138%	+$3.36M	5.55%	2
2026 Q1	$2.18M	Sell	3,348 -2,908	-46%	-$1.98M	3.07%	5
2025 Q4	$4.3M	Sell	6,256 -10,680	-63%	-$7.22M	5.39%	2
2025 Q3	$11.3M	Sell	16,936 -3,325	-16%	-$2.13M	10.9%	1
2025 Q2	$12.5M	Buy	+20,261	New	+$11.6M	8.63%	1
2025 Q1	–	Sell	-5,183	Closed	-$3.04M	–	159
2024 Q4	$3.04M	Sell	5,183 -11,006	-68%	-$6.48M	1.71%	11
2024 Q3	$9.29M	Sell	16,189 -5,579	-26%	-$3.08M	6.87%	2
2024 Q2	$11.8M	Sell	21,768 -28,479	-57%	-$14.9M	5.57%	1
2024 Q1	$26.3M	Buy	50,247 +28,851	+135%	+$14.4M	10.93%	1
2023 Q4	$10.2M	Sell	21,396 -42,506	-67%	-$18.9M	4.43%	2
2023 Q3	$27.3M	Buy	63,902 +37,046	+138%	+$16.5M	13.03%	1
2023 Q2	$10.9M	Buy	+26,856	New	+$11.3M	4.12%	5

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

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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Retireful LLC's SPY Position: Q3 2026 in Review

Retireful LLC increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.7% in Q3 2026, buying an estimated $465K and bringing the position to 8,596 shares worth $6.56M. The position accounts for 5.65% of the portfolio, ranked #1.

Retireful LLC first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. The position peaked at $27.3M in Q3 2023. 1,244 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Retireful LLC held 8,596 shares of State Street SPDR S&P 500 ETF Trust worth $6.56M as of Q3 2026.
Retireful LLC bought 612 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $465K.
State Street SPDR S&P 500 ETF Trust made up 5.65% of Retireful LLC's portfolio in Q3 2026, its #1 holding.
Retireful LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 13 quarters since.
Retireful LLC's State Street SPDR S&P 500 ETF Trust position peaked at $27.3M in Q3 2023.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.