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

Retirement Solution’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	$1.44M	Buy	1,883 +444	+31%	+$337K	0.32%	15
2026 Q2	$1.07M	Sell	1,439 -84	-6%	-$60.9K	0.48%	16
2026 Q1	$990K	Sell	1,523 -587	-28%	-$399K	0.23%	17
2025 Q4	$1.44M	Buy	2,110 +584	+38%	+$395K	0.32%	18
2025 Q3	$1.02M	Sell	1,526 -196	-11%	-$126K	0.24%	17
2025 Q2	$1.06M	Buy	1,722 +665	+63%	+$380K	0.27%	17
2025 Q1	$591K	Buy	1,057 +76	+8%	+$44.7K	0.17%	17
2024 Q4	$575K	Sell	981 -741	-43%	-$437K	0.15%	26
2024 Q3	$988K	Buy	1,722 +491	+40%	+$271K	0.24%	26
2024 Q2	$670K	Buy	1,231 +101	+9%	+$52.9K	0.18%	23
2024 Q1	$591K	Sell	1,130 -31	-3%	-$15.4K	0.16%	25
2023 Q4	$552K	Sell	1,161 -117	-9%	-$52.1K	0.16%	26
2023 Q3	$546K	Buy	1,278 +56	+5%	+$24.9K	0.18%	27
2023 Q2	$542K	Buy	1,222 +192	+19%	+$80.6K	0.17%	28
2023 Q1	$422K	Buy	1,030 +1	+0.1%	+$399	0.15%	28
2022 Q4	$394K	Sell	1,029 -76	-7%	-$29.2K	0.22%	18
2022 Q3	$395K	Buy	1,105 +109	+11%	+$43.3K	0.21%	24
2022 Q2	$376K	Sell	996 -511	-34%	-$209K	0.2%	24
2022 Q1	$680K	Buy	1,507 +701	+87%	+$312K	0.3%	19
2021 Q4	$383K	Hold	806	–	–	0.16%	30
2021 Q3	$346K	Hold	806	–	–	0.16%	33
2021 Q2	$345K	Sell	806 -197	-20%	-$82.2K	0.16%	31
2021 Q1	$397K	Buy	1,003 +140	+16%	+$54K	0.24%	28
2020 Q4	$323K	Buy	+863	New	+$306K	0.21%	31

Other funds holding SPY

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Retirement Solution's SPY Position: Q3 2026 in Review

Retirement Solution increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 31% in Q3 2026, buying an estimated $337K and bringing the position to 1,883 shares worth $1.44M. The position accounts for 0.32% of the portfolio, ranked #15.

Retirement Solution first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.44M in Q4 2025. 2,148 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Retirement Solution held 1,883 shares of State Street SPDR S&P 500 ETF Trust worth $1.44M as of Q3 2026.
Retirement Solution bought 444 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $337K.
State Street SPDR S&P 500 ETF Trust made up 0.32% of Retirement Solution's portfolio in Q3 2026, its #15 holding.
Retirement Solution first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 24 quarters since.
Retirement Solution's State Street SPDR S&P 500 ETF Trust position peaked at $1.44M in Q4 2025.
2,148 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.