Smith Shellnut Wilson’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Smith Shellnut Wilson’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	$711K	Buy	+1,068	New	+$685K	0.27%	59
2025 Q1	–	Sell	-1,050	Closed	-$615K	–	148
2024 Q4	$615K	Hold	1,050	–	–	0.27%	60
2024 Q3	$602K	Hold	1,050	–	–	0.27%	62
2024 Q2	$571K	Hold	1,050	–	–	0.28%	60
2024 Q1	$549K	Hold	1,050	–	–	0.29%	62
2023 Q4	$499K	Buy	1,050 +208	+25%	+$92.7K	0.29%	61
2023 Q3	$360K	Sell	842 -35	-4%	-$15.6K	0.22%	78
2023 Q2	$389K	Hold	877	–	–	0.22%	81
2023 Q1	$359K	Hold	877	–	–	0.22%	78
2022 Q4	$335K	Hold	877	–	–	0.21%	85
2022 Q3	$313K	Hold	877	–	–	0.21%	80
2022 Q2	$331K	Hold	877	–	–	0.21%	89
2022 Q1	$396K	Hold	877	–	–	0.21%	87
2021 Q4	$417K	Buy	+877	New	+$403K	0.21%	93

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

Smith Shellnut Wilson's SPY Position: Q3 2025 in Review

Smith Shellnut Wilson opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2025: 1,068 shares worth $711K. The stake represents 0.27% of the portfolio and ranks #59 among its holdings. This is a return to the name: Smith Shellnut Wilson previously reported a position in SPY as recently as Q4 2024.

Smith Shellnut Wilson first reported a position in SPY in Q4 2021 and has held it in 14 quarters since. 4,245 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Smith Shellnut Wilson held 1,068 shares of State Street SPDR S&P 500 ETF Trust worth $711K as of Q3 2025.
State Street SPDR S&P 500 ETF Trust was a new Smith Shellnut Wilson position in Q3 2025.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Smith Shellnut Wilson's portfolio in Q3 2025, its #59 holding.
Smith Shellnut Wilson first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 14 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 Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.