Solidarity Wealth
SPY icon

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

Solidarity Wealth’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 		$20.7M Sell
27,121
-966
-3% -$734K 3.58% 10
2026
Q2 		$21M Sell
28,087
-1,648
-6% -$1.19M 3.65% 9
2026
Q1 		$19.3M Sell
29,735
-1,501
-5% -$1.02M 3.71% 9
2025
Q4 		$21.3M Buy
31,236
+21,779
+230% +$14.7M 4.36% 9
2025
Q3 		$6.3M Buy
9,457
+17
+0.2% +$10.9K 1.36% 24
2025
Q2 		$5.84M Buy
9,440
+7,792
+473% +$4.45M 1.37% 24
2025
Q1 		$925K Buy
1,648
+115
+8% +$67.6K 0.23% 54
2024
Q4 		$901K Buy
1,533
+240
+19% +$141K 0.23% 52
2024
Q3 		$744K Buy
1,293
+419
+48% +$232K 0.2% 53
2024
Q2 		$476K Buy
874
+114
+15% +$59.7K 0.14% 57
2024
Q1 		$399K Buy
760
+137
+22% +$68.2K 0.12% 58
2023
Q4 		$297K Sell
623
-280
-31% -$125K 0.11% 69
2023
Q3 		$387K Buy
903
+104
+13% +$46.3K 0.14% 64
2023
Q2 		$368K Sell
799
-7,891
-91% -$3.31M 0.15% 67
2023
Q1 		$3.57M Buy
+8,690
New +$3.47M 1.62% 20
2022
Q3 		$3.5M Buy
9,199
+7,180
+356% +$2.85M 2.03% 11
2022
Q2 		$832K Buy
2,019
+1,016
+101% +$416K 0.45% 48
2022
Q1 		$446K Buy
+1,003
New +$447K 0.25% 74

Other funds holding SPY

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Solidarity Wealth's SPY Position: Q3 2026 in Review

Solidarity Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.4% in Q3 2026, selling an estimated $734K and leaving 27,121 shares worth $20.7M. The position accounts for 3.58% of the portfolio, ranked #10.

Solidarity Wealth first reported a position in SPY in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.3M in Q4 2025. 2,329 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Solidarity Wealth held 27,121 shares of State Street SPDR S&P 500 ETF Trust worth $20.7M as of Q3 2026.
  • Solidarity Wealth sold 966 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $734K.
  • State Street SPDR S&P 500 ETF Trust made up 3.58% of Solidarity Wealth's portfolio in Q3 2026, its #10 holding.
  • Solidarity Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 18 quarters since.
  • Solidarity Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $21.3M in Q4 2025.
  • 2,329 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Solidarity Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.