Selective Wealth Management
SPY icon

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

Selective 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 		$2.39M Sell
3,094
-13
-0.4% -$9.9K 0.56% 27
2026
Q2 		$2.31M Buy
3,107
+211
+7% +$153K 0.61% 23
2026
Q1 		$2.06M Sell
2,896
-246
-8% -$167K 0.61% 25
2025
Q4 		$2.17M Sell
3,142
-428
-12% -$289K 0.68% 23
2025
Q3 		$2.39M Sell
3,570
-8
-0.2% -$5.13K 0.77% 20
2025
Q2 		$2.23M Sell
3,578
-45
-1% -$25.7K 0.82% 18
2025
Q1 		$1.93M Sell
3,623
-46
-1% -$27K 0.84% 19
2024
Q4 		$2.14M Sell
3,669
-45
-1% -$26.5K 0.87% 18
2024
Q3 		$2.13M Sell
3,714
-51
-1% -$28.2K 0.88% 19
2024
Q2 		$2.09M Sell
3,765
-78
-2% -$40.8K 0.92% 20
2024
Q1 		$1.98M Sell
3,843
-36
-0.9% -$17.9K 0.86% 21
2023
Q4 		$1.81M Buy
3,879
+488
+14% +$217K 0.91% 21
2023
Q3 		$1.44M Sell
3,391
-1,962
-37% -$873K 0.79% 22
2023
Q2 		$2.35M Buy
+5,353
New +$2.25M 1.17% 20
2022
Q4 		$2.44M Buy
6,159
+795
+15% +$306K 1.29% 23
2022
Q3 		$1.92M Sell
5,364
-320
-6% -$127K 0.82% 26
2022
Q2 		$2.14M Buy
5,684
+2,200
+63% +$901K 0.76% 28
2022
Q1 		$1.57M Buy
3,484
+1,646
+90% +$733K 0.57% 29
2021
Q4 		$873K Buy
1,838
+1,496
+437% +$687K 0.36% 40
2021
Q3 		$147K Buy
342
+218
+176% +$96.2K 0.08% 134
2021
Q2 		$53K Hold
124
– – 0.04% 185
2021
Q1 		$49K Sell
124
-74
-37% -$28.5K 0.04% 129
2020
Q4 		$74K Buy
198
+157
+383% +$55.7K 0.05% 88
2020
Q3 		$14K Buy
+41
New +$13.6K 0.01% 184

Other funds holding SPY

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 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
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

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

Selective Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.42% in Q3 2026, selling an estimated $9.9K and leaving 3,094 shares worth $2.39M. The position accounts for 0.56% of the portfolio, ranked #27.

Selective Wealth Management first reported a position in SPY in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.44M in Q4 2022. 2,138 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Selective Wealth Management held 3,094 shares of State Street SPDR S&P 500 ETF Trust worth $2.39M as of Q3 2026.
  • Selective Wealth Management sold 13 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $9.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.56% of Selective Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Selective Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 24 quarters since.
  • Selective Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.44M in Q4 2022.
  • 2,138 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.