Sculati Wealth Management
SPY icon

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

Sculati 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 		$2.91M Sell
3,740
-26
-0.7% -$19.8K 0.95% 32
2026
Q2 		$2.8M Sell
3,766
-200
-5% -$145K 0.93% 33
2026
Q1 		$2.58M Hold
3,966
– – 0.95% 33
2025
Q4 		$2.7M Sell
3,966
-47
-1% -$31.8K 0.95% 32
2025
Q3 		$2.67M Hold
4,013
– – 0.94% 33
2025
Q2 		$2.48M Buy
4,013
+97
+2% +$55.4K 0.93% 37
2025
Q1 		$2.19M Sell
3,916
-1
-0% -$588 0.89% 33
2024
Q4 		$2.3M Buy
3,917
+1
+0% +$589 0.91% 32
2024
Q3 		$2.25M Hold
3,916
– – 0.9% 35
2024
Q2 		$2.13M Sell
3,916
-6
-0.2% -$3.14K 0.91% 40
2024
Q1 		$2.05M Sell
3,922
-26
-0.7% -$12.9K 0.88% 36
2023
Q4 		$1.88M Buy
3,948
+32
+0.8% +$14.3K 0.87% 38
2023
Q3 		$1.67M Sell
3,916
-10
-0.3% -$4.45K 0.86% 40
2023
Q2 		$1.74M Sell
3,926
-12
-0.3% -$5.04K 0.88% 35
2023
Q1 		$1.61M Hold
3,938
– – 0.86% 40
2022
Q4 		$1.51M Buy
3,938
+70
+2% +$26.9K 0.85% 38
2022
Q3 		$1.38M Buy
3,868
+7
+0.2% +$2.78K 0.82% 46
2022
Q2 		$1.46M Buy
3,861
+7
+0.2% +$2.87K 0.83% 44
2022
Q1 		$1.74M Hold
3,854
– – 0.85% 41
2021
Q4 		$1.83M Buy
3,854
+6
+0.2% +$2.75K 0.88% 36
2021
Q3 		$1.65M Buy
3,848
+6
+0.2% +$2.65K 0.87% 36
2021
Q2 		$1.64M Hold
3,842
– – 0.87% 38
2021
Q1 		$1.52M Buy
3,842
+320
+9% +$123K 0.88% 38
2020
Q4 		$1.32M Sell
3,522
-10
-0.3% -$3.55K 0.86% 39
2020
Q3 		$1.18M Buy
3,532
+20
+0.6% +$6.63K 0.89% 37
2020
Q2 		$1.08M Hold
3,512
– – 0.91% 38
2020
Q1 		$905K Sell
3,512
-454
-11% -$138K 1% 33
2019
Q4 		$1.28M Buy
+3,966
New +$1.22M 1.14% 32

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Sculati Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.69% in Q3 2026, selling an estimated $19.8K and leaving 3,740 shares worth $2.91M. The position accounts for 0.95% of the portfolio, ranked #32.

Sculati Wealth Management first reported a position in SPY in Q4 2019 and has held it in 28 quarters since. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Sculati Wealth Management held 3,740 shares of State Street SPDR S&P 500 ETF Trust worth $2.91M as of Q3 2026.
  • Sculati Wealth Management sold 26 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $19.8K.
  • State Street SPDR S&P 500 ETF Trust made up 0.95% of Sculati Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Sculati Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 28 quarters since.
  • 2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.