Schoolcraft Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Schoolcraft Capital’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	$588K	Hold	771	–	–	0.1%	44
2026 Q2	$576K	Hold	771	–	–	0.1%	45
2026 Q1	$501K	Sell	771 -6	-0.8%	-$4.08K	0.1%	47
2025 Q4	$530K	Buy	777 +33	+4%	+$22.3K	0.1%	45
2025 Q3	$496K	Sell	744 -4	-0.5%	-$2.56K	0.1%	46
2025 Q2	$462K	Sell	748 -7	-0.9%	-$4K	0.09%	47
2025 Q1	$422K	Hold	755	–	–	0.08%	54
2024 Q4	$443K	Sell	755 -3	-0.4%	-$1.77K	0.09%	50
2024 Q3	$435K	Sell	758 -5	-0.7%	-$2.76K	0.09%	53
2024 Q2	$415K	Hold	763	–	–	0.09%	52
2024 Q1	$399K	Sell	763 -2	-0.3%	-$996	0.09%	48
2023 Q4	$364K	Hold	765	–	–	0.09%	48
2023 Q3	$327K	Sell	765 -17	-2%	-$7.56K	0.09%	52
2023 Q2	$347K	Hold	782	–	–	0.1%	51
2023 Q1	$320K	Hold	782	–	–	0.09%	48
2022 Q4	$299K	Sell	782 -625	-44%	-$240K	0.09%	47
2022 Q3	$503K	Hold	1,407	–	–	0.17%	36
2022 Q2	$531K	Buy	1,407 +1	+0.1%	+$410	0.17%	33
2022 Q1	$635K	Sell	1,406 -23	-2%	-$10.2K	0.2%	33
2021 Q4	$679K	Buy	1,429 +693	+94%	+$318K	0.21%	32
2021 Q3	$316K	Sell	736 -20	-3%	-$8.82K	0.11%	42
2021 Q2	$324K	Sell	756 -3	-0.4%	-$1.25K	0.12%	44
2021 Q1	$301K	Hold	759	–	–	0.12%	43
2020 Q4	$284K	Sell	759 -9	-1%	-$3.19K	0.12%	42
2020 Q3	$257K	Sell	768 -260	-25%	-$86.2K	0.12%	40
2020 Q2	$317K	Buy	1,028 +116	+13%	+$34K	0.16%	38
2020 Q1	$235K	Buy	912 +105	+13%	+$32K	0.14%	49
2019 Q4	$260K	Sell	807 -117	-13%	-$36K	0.13%	56
2019 Q3	$274K	Hold	924	–	–	0.16%	49
2019 Q2	$271K	Sell	924 -867	-48%	-$250K	0.16%	45
2019 Q1	$506K	Buy	+1,791	New	+$487K	0.33%	31

Other funds holding SPY

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

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

Schoolcraft Capital's SPY Position: Q3 2026 in Review

Schoolcraft Capital held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 771 shares worth $588K. The position accounts for 0.1% of the portfolio, ranked #44.

Schoolcraft Capital first reported a position in SPY in Q1 2019 and has held it in 31 quarters since. The position peaked at $679K in Q4 2021. 2,831 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Schoolcraft Capital held 771 shares of State Street SPDR S&P 500 ETF Trust worth $588K as of Q3 2026.
Schoolcraft Capital left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Schoolcraft Capital's portfolio in Q3 2026, its #44 holding.
Schoolcraft Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 31 quarters since.
Schoolcraft Capital's State Street SPDR S&P 500 ETF Trust position peaked at $679K in Q4 2021.
2,831 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Schoolcraft Capital's 13F filing for Q3 2026, filed 14 Oct 2026.