Seven Mile Advisory’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Seven Mile Advisory’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	$8.3M	Hold	10,880	–	–	5.56%	2
2026 Q2	$8.15M	Sell	10,880 -52	-0.5%	-$37.7K	5.47%	3
2026 Q1	$7.11M	Sell	10,932 -601	-5%	-$409K	5.13%	2
2025 Q4	$7.86M	Sell	11,533 -20,444	-64%	-$13.8M	1.35%	23
2025 Q3	$21.3M	Sell	31,977 -491	-2%	-$315K	3.44%	7
2025 Q2	$20.1M	Sell	32,468 -5	-0%	-$2.86K	12.06%	1
2025 Q1	$18.2M	Buy	32,473 +30	+0.1%	+$17.6K	12.12%	1
2024 Q4	$19M	Sell	32,443 -338	-1%	-$199K	12.13%	1
2024 Q3	$18.8M	Buy	32,781 +1,459	+5%	+$807K	12.44%	1
2024 Q2	$17M	Sell	31,322 -102	-0.3%	-$53.4K	12.53%	1
2024 Q1	$16.4M	Buy	31,424 +303	+1%	+$151K	12.47%	1
2023 Q4	$14.8M	Buy	31,121 +261	+0.8%	+$116K	12.83%	1
2023 Q3	$13.2M	Buy	30,860 +90	+0.3%	+$40K	13.85%	1
2023 Q2	$13.6M	Buy	+30,770	New	+$12.9M	15.9%	1

Other funds holding SPY

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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

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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Seven Mile Advisory's SPY Position: Q3 2026 in Review

Seven Mile Advisory held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 10,880 shares worth $8.3M. The position accounts for 5.56% of the portfolio, ranked #2.

Seven Mile Advisory first reported a position in SPY in Q2 2023 and has held it in 14 quarters since. The position peaked at $21.3M in Q3 2025. 2,681 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Seven Mile Advisory held 10,880 shares of State Street SPDR S&P 500 ETF Trust worth $8.3M as of Q3 2026.
Seven Mile Advisory 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 5.56% of Seven Mile Advisory's portfolio in Q3 2026, its #2 holding.
Seven Mile Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 14 quarters since.
Seven Mile Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $21.3M in Q3 2025.
2,681 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Seven Mile Advisory's 13F filing for Q3 2026, filed 22 Oct 2026.