Retirement Guys Formula
SPY icon

Retirement Guys Formula’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Retirement Guys Formula’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 		$4.33M Sell
5,675
-183
-3% -$139K 1.61% 11
2026
Q2 		$4.37M Buy
5,858
+176
+3% +$128K 1.65% 11
2026
Q1 		$3.7M Sell
5,682
-1,122
-16% -$763K 1.7% 10
2025
Q4 		$4.64M Sell
6,804
-353
-5% -$239K 2.12% 6
2025
Q3 		$4.77M Buy
7,157
+598
+9% +$383K 1.68% 11
2025
Q2 		$4.05M Sell
6,559
-1,911
-23% -$1.09M 1.54% 12
2025
Q1 		$4.74M Buy
8,470
+5,854
+224% +$3.44M 2.35% 7
2024
Q4 		$1.53M Buy
2,616
+14
+0.5% +$8.25K 0.77% 43
2024
Q3 		$1.49M Sell
2,602
-160
-6% -$88.5K 0.69% 47
2024
Q2 		$1.5M Buy
2,762
+179
+7% +$93.7K 0.72% 40
2024
Q1 		$1.35M Sell
2,583
-491
-16% -$244K 0.66% 42
2023
Q4 		$1.46M Buy
3,074
+119
+4% +$53K 0.78% 32
2023
Q3 		$1.26M Sell
2,955
-675
-19% -$300K 0.88% 27
2023
Q2 		$1.61M Sell
3,630
-207
-5% -$86.9K 0.93% 30
2023
Q1 		$1.57M Buy
+3,837
New +$1.53M 1.13% 25
2022
Q4 		– Sell
-878
Closed -$314K – 134
2022
Q3 		$314K Buy
+878
New +$349K 0.33% 91
2022
Q2 		– Sell
-4,972
Closed -$2.25M – 137
2022
Q1 		$2.25M Sell
4,972
-914
-16% -$407K 1.5% 13
2021
Q4 		$2.8M Buy
+5,886
New +$2.7M 2.22% 12

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 19.14% 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 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Retirement Guys Formula's SPY Position: Q3 2026 in Review

Retirement Guys Formula reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.1% in Q3 2026, selling an estimated $139K and leaving 5,675 shares worth $4.33M. The position accounts for 1.61% of the portfolio, ranked #11.

Retirement Guys Formula first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.77M in Q3 2025. 1,809 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Retirement Guys Formula held 5,675 shares of State Street SPDR S&P 500 ETF Trust worth $4.33M as of Q3 2026.
  • Retirement Guys Formula sold 183 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $139K.
  • State Street SPDR S&P 500 ETF Trust made up 1.61% of Retirement Guys Formula's portfolio in Q3 2026, its #11 holding.
  • Retirement Guys Formula first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
  • Retirement Guys Formula's State Street SPDR S&P 500 ETF Trust position peaked at $4.77M in Q3 2025.
  • 1,809 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.