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

Smith Thornton 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
2026 Q3	$1.41M	Hold	1,854	–	–	0.62%	44
2026 Q2	$1.39M	Sell	1,854 -21	-1%	-$15.2K	0.61%	46
2026 Q1	$1.22M	Hold	1,875	–	–	0.61%	47
2025 Q4	$1.28M	Hold	1,875	–	–	0.65%	47
2025 Q3	$1.25M	Hold	1,875	–	–	0.66%	47
2025 Q2	$1.16M	Buy	1,875 +2	+0.1%	+$1.14K	0.67%	47
2025 Q1	$1.05M	Sell	1,873 -2	-0.1%	-$1.18K	0.65%	47
2024 Q4	$1.1M	Hold	1,875	–	–	0.69%	51
2024 Q3	$1.08M	Sell	1,875 -1	-0.1%	-$553	0.71%	50
2024 Q2	$1.02M	Buy	+1,876	New	+$982K	0.75%	46

Other funds holding SPY

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

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

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Smith Thornton Advisors's SPY Position: Q3 2026 in Review

Smith Thornton Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 1,854 shares worth $1.41M. The position accounts for 0.62% of the portfolio, ranked #44.

Smith Thornton Advisors first reported a position in SPY in Q2 2024 and has held it in 10 quarters since. 2,041 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Smith Thornton Advisors held 1,854 shares of State Street SPDR S&P 500 ETF Trust worth $1.41M as of Q3 2026.
Smith Thornton Advisors 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 0.62% of Smith Thornton Advisors's portfolio in Q3 2026, its #44 holding.
Smith Thornton Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 10 quarters since.
2,041 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.