Seamount Financial Group
SPY icon

Seamount Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Seamount Financial Group’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 		$1.95M Buy
2,555
+160
+7% +$122K 0.76% 36
2026
Q2 		$1.79M Buy
2,395
+141
+6% +$102K 0.72% 36
2026
Q1 		$1.47M Buy
2,254
+39
+2% +$26.5K 0.66% 39
2025
Q4 		$1.51M Buy
2,215
+333
+18% +$225K 0.69% 36
2025
Q3 		$1.25M Buy
1,882
+31
+2% +$19.9K 0.59% 41
2025
Q2 		$1.14M Buy
1,851
+502
+37% +$287K 0.59% 43
2025
Q1 		$754K Buy
1,349
+36
+3% +$21.2K 0.51% 50
2024
Q4 		$770K Buy
1,313
+365
+39% +$215K 0.53% 47
2024
Q3 		$544K Buy
948
+66
+7% +$36.5K 0.41% 58
2024
Q2 		$480K Buy
882
+106
+14% +$55.5K 0.39% 61
2024
Q1 		$406K Buy
776
+70
+10% +$34.8K 0.36% 65
2023
Q4 		$336K Buy
+706
New +$314K 0.32% 65

Other funds holding SPY

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Trust Asset Management
Trust Asset Management Houston, Texas $1.64B AUM 22.7% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Seamount Financial Group's SPY Position: Q3 2026 in Review

Seamount Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.7% in Q3 2026, buying an estimated $122K and bringing the position to 2,555 shares worth $1.95M. The position accounts for 0.76% of the portfolio, ranked #36.

Seamount Financial Group first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 2,475 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Seamount Financial Group held 2,555 shares of State Street SPDR S&P 500 ETF Trust worth $1.95M as of Q3 2026.
  • Seamount Financial Group bought 160 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $122K.
  • State Street SPDR S&P 500 ETF Trust made up 0.76% of Seamount Financial Group's portfolio in Q3 2026, its #36 holding.
  • Seamount Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
  • 2,475 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.