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

Rezny Wealth Management’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	$1M	Buy	1,312 +120	+10%	+$91.2K	0.17%	31
2026 Q2	$890K	Buy	1,192 +35	+3%	+$25.4K	0.15%	32
2026 Q1	$752K	Sell	1,157 -19	-2%	-$12.9K	0.16%	32
2025 Q4	$802K	Hold	1,176	–	–	0.16%	34
2025 Q3	$783K	Hold	1,176	–	–	0.16%	33
2025 Q2	$727K	Hold	1,176	–	–	0.16%	33
2025 Q1	$658K	Buy	1,176 +175	+17%	+$103K	0.17%	35
2024 Q4	$587K	Hold	1,001	–	–	0.14%	28
2024 Q3	$574K	Sell	1,001 -34	-3%	-$18.8K	0.14%	31
2024 Q2	$563K	Sell	1,035 -87	-8%	-$45.5K	0.15%	26
2024 Q1	$587K	Hold	1,122	–	–	0.17%	20
2023 Q4	$533K	Buy	1,122 +284	+34%	+$127K	0.17%	19
2023 Q3	$358K	Sell	838 -128	-13%	-$56.9K	0.13%	21
2023 Q2	$428K	Buy	966 +237	+33%	+$99.5K	0.14%	20
2023 Q1	$298K	Sell	729 -132	-15%	-$52.7K	0.11%	19
2022 Q4	$329K	Hold	861	–	–	0.13%	17
2022 Q3	$307K	Hold	861	–	–	0.12%	16
2022 Q2	$324K	Sell	861 -64	-7%	-$26.2K	0.12%	17
2022 Q1	$417K	Hold	925	–	–	0.14%	17
2021 Q4	$439K	Hold	925	–	–	0.14%	16
2021 Q3	$396K	Buy	925 +140	+18%	+$61.8K	0.13%	16
2021 Q2	$336K	Hold	785	–	–	0.12%	15
2021 Q1	$311K	Sell	785 -77	-9%	-$29.7K	0.12%	13
2020 Q4	$322K	Buy	862 +7	+0.8%	+$2.48K	0.13%	11
2020 Q3	$286K	Hold	855	–	–	0.13%	11
2020 Q2	$263K	Buy	+855	New	+$250K	0.13%	9
2019 Q4	$296K	Sell	921 -16	-2%	-$4.93K	0.15%	11
2019 Q3	$278K	Hold	937	–	–	0.16%	11
2019 Q2	$274K	Sell	937 -43	-4%	-$12.4K	0.17%	11
2019 Q1	$276K	Hold	980	–	–	0.17%	12
2018 Q4	$244K	Buy	+980	New	+$264K	0.17%	13
2015 Q4	–	Sell	-165	Closed	-$31K	–	90
2015 Q3	$31K	Hold	165	–	–	0.03%	22
2015 Q2	$33K	Buy	+165	New	+$34.7K	0.03%	23

Other funds holding SPY

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Rezny Wealth Management's SPY Position: Q3 2026 in Review

Rezny Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q3 2026, buying an estimated $91.2K and bringing the position to 1,312 shares worth $1M. The position accounts for 0.17% of the portfolio, ranked #31.

Rezny Wealth Management first reported a position in SPY in Q2 2015 and has held it in 33 quarters since. 2,019 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Rezny Wealth Management held 1,312 shares of State Street SPDR S&P 500 ETF Trust worth $1M as of Q3 2026.
Rezny Wealth Management bought 120 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $91.2K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of Rezny Wealth Management's portfolio in Q3 2026, its #31 holding.
Rezny Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2015 and has held it in 33 quarters since.
2,019 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Rezny Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.