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

ShoreHaven Wealth Partners’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
2025 Q3	–	Sell	-332	Closed	-$205K	–	108
2025 Q2	$205K	Buy	+332	New	+$190K	0.08%	96
2025 Q1	–	Sell	-495	Closed	-$290K	–	93
2024 Q4	$290K	Hold	495	–	–	0.14%	78
2024 Q3	$284K	Buy	+495	New	+$274K	0.14%	77

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ShoreHaven Wealth Partners's SPY Position: Q3 2025 in Review

ShoreHaven Wealth Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2025, closing a stake of 332 shares — an estimated $205K sold.

ShoreHaven Wealth Partners first reported a position in SPY in Q3 2024 and held it in 3 quarters. The position peaked at $290K in Q4 2024. 4,259 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

ShoreHaven Wealth Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2025 after selling out during the quarter.
ShoreHaven Wealth Partners sold 332 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $205K.
ShoreHaven Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and held it in 3 quarters.
ShoreHaven Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $290K in Q4 2024.
4,259 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2025, filed 23 Oct 2025.