Sensible Money’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sensible Money’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	$2.04M	Sell	2,674 -175	-6%	-$133K	0.52%	14
2026 Q2	$2.13M	Buy	2,849 +3	+0.1%	+$2.18K	0.56%	15
2026 Q1	$1.85M	Sell	2,846 -626	-18%	-$426K	0.56%	15
2025 Q4	$2.37M	Buy	3,472 +380	+12%	+$257K	0.76%	11
2025 Q3	$2.06M	Sell	3,092 -48	-2%	-$30.8K	0.7%	12
2025 Q2	$1.94M	Sell	3,140 -37	-1%	-$21.2K	0.74%	13
2025 Q1	$1.78M	Sell	3,177 -412	-11%	-$242K	0.76%	12
2024 Q4	$2.1M	Buy	3,589 +56	+2%	+$33K	0.92%	11
2024 Q3	$2.03M	Buy	3,533 +1,149	+48%	+$635K	0.89%	12
2024 Q2	$1.3M	Buy	2,384 +103	+5%	+$53.9K	0.63%	14
2024 Q1	$1.19M	Sell	2,281 -108	-5%	-$53.8K	0.64%	14
2023 Q4	$1.14M	Sell	2,389 -16	-0.7%	-$7.13K	0.68%	16
2023 Q3	$1.03M	Hold	2,405	–	–	0.73%	17
2023 Q2	$1.07M	Sell	2,405 -370	-13%	-$155K	0.78%	16
2023 Q1	$1.14M	Hold	2,775	–	–	0.98%	15
2022 Q4	$1.06M	Buy	+2,775	New	+$1.07M	1.13%	15

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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 26.78% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Sensible Money's SPY Position: Q3 2026 in Review

Sensible Money reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.1% in Q3 2026, selling an estimated $133K and leaving 2,674 shares worth $2.04M. The position accounts for 0.52% of the portfolio, ranked #14.

Sensible Money first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.37M in Q4 2025. 1,336 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Sensible Money held 2,674 shares of State Street SPDR S&P 500 ETF Trust worth $2.04M as of Q3 2026.
Sensible Money sold 175 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $133K.
State Street SPDR S&P 500 ETF Trust made up 0.52% of Sensible Money's portfolio in Q3 2026, its #14 holding.
Sensible Money first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
Sensible Money's State Street SPDR S&P 500 ETF Trust position peaked at $2.37M in Q4 2025.
1,336 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.