Siligmueller & Norvid Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Siligmueller & Norvid Wealth Advisors’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	$5.85M	Buy	9,396 +5,024	+115%	+$3.22M	2.63%	9
2025 Q2	$2.73M	Hold	4,372	–	–	1.06%	24
2025 Q1	$2.45M	Buy	4,372 +3	+0.1%	+$1.76K	1.03%	28
2024 Q4	$2.56M	Buy	+4,369	New	+$2.57M	1.09%	27

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's SPY Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 115% in Q3 2025, buying an estimated $3.22M and bringing the position to 9,396 shares worth $5.85M. The position accounts for 2.63% of the portfolio, ranked #9.

Siligmueller & Norvid Wealth Advisors first reported a position in SPY in Q4 2024 and has held it in 4 quarters since. 4,245 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 9,396 shares of State Street SPDR S&P 500 ETF Trust worth $5.85M as of Q3 2025.
Siligmueller & Norvid Wealth Advisors bought 5,024 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $3.22M.
State Street SPDR S&P 500 ETF Trust made up 2.63% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #9 holding.
Siligmueller & Norvid Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 4 quarters since.
4,245 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.