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

Spectrum Wealth Advisory Group’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	$3.54M	Buy	4,635 +92	+2%	+$69.9K	1%	21
2026 Q2	$3.39M	Sell	4,543 -40	-0.9%	-$29K	0.97%	19
2026 Q1	$2.98M	Buy	4,583 +105	+2%	+$71.4K	1.11%	18
2025 Q4	$3.05M	Sell	4,478 -334	-7%	-$226K	1.12%	16
2025 Q3	$3.21M	Sell	4,812 -1	-0%	-$641	1.32%	15
2025 Q2	$2.97M	Sell	4,813 -1,263	-21%	-$722K	1.38%	16
2025 Q1	$3.4M	Sell	6,076 -675	-10%	-$397K	1.63%	14
2024 Q4	$3.96M	Buy	6,751 +756	+13%	+$445K	1.87%	14
2024 Q3	$3.44M	Sell	5,995 -1,004	-14%	-$555K	1.93%	13
2024 Q2	$3.81M	Buy	6,999 +1,157	+20%	+$606K	4.07%	8
2024 Q1	$3.06M	Buy	5,842 +224	+4%	+$112K	3.52%	8
2023 Q4	$2.67M	Buy	5,618 +769	+16%	+$343K	3.29%	8
2023 Q3	$2.07M	Buy	4,849 +139	+3%	+$61.8K	2.87%	8
2023 Q2	$2.09M	Sell	4,710 -894	-16%	-$375K	2.77%	8
2023 Q1	$2.29M	Buy	5,604 +803	+17%	+$320K	3.09%	8
2022 Q4	$1.84M	Sell	4,801 -233	-5%	-$89.6K	2.56%	9
2022 Q3	$1.8M	Sell	5,034 -18	-0.4%	-$7.15K	2.26%	13
2022 Q2	$1.91M	Buy	5,052 +2	+0%	+$819	2.13%	14
2022 Q1	$2.28M	Sell	5,050 -957	-16%	-$426K	2.2%	13
2021 Q4	$2.85M	Buy	6,007 +846	+16%	+$388K	2.54%	12
2021 Q3	$2.22M	Buy	5,161 +487	+10%	+$215K	2.19%	15
2021 Q2	$2M	Sell	4,674 -163	-3%	-$68K	1.96%	16
2021 Q1	$1.92M	Sell	4,837 -3	-0.1%	-$1.16K	1.83%	17
2020 Q4	$1.81M	Sell	4,840 -4,764	-50%	-$1.69M	2.04%	17
2020 Q3	$3.21M	Buy	9,604 +4,493	+88%	+$1.49M	2.06%	16
2020 Q2	$1.58M	Sell	5,111 -2,128	-29%	-$623K	2.23%	15
2020 Q1	$1.87M	Buy	7,239 +3,090	+74%	+$943K	4.04%	9
2019 Q4	$1.34M	Sell	4,149 -397	-9%	-$122K	2.39%	15
2019 Q3	$1.35M	Sell	4,546 -2,501	-35%	-$739K	2.68%	15
2019 Q2	$2.06M	Sell	7,047 -7,810	-53%	-$2.25M	4.21%	8
2019 Q1	$4.2M	Buy	+14,857	New	+$4.04M	6.56%	4

Other funds holding SPY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Spectrum Wealth Advisory Group's SPY Position: Q3 2026 in Review

Spectrum Wealth Advisory Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q3 2026, buying an estimated $69.9K and bringing the position to 4,635 shares worth $3.54M. The position accounts for 1% of the portfolio, ranked #21.

Spectrum Wealth Advisory Group first reported a position in SPY in Q1 2019 and has held it in 31 quarters since. The position peaked at $4.2M in Q1 2019. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Spectrum Wealth Advisory Group held 4,635 shares of State Street SPDR S&P 500 ETF Trust worth $3.54M as of Q3 2026.
Spectrum Wealth Advisory Group bought 92 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $69.9K.
State Street SPDR S&P 500 ETF Trust made up 1% of Spectrum Wealth Advisory Group's portfolio in Q3 2026, its #21 holding.
Spectrum Wealth Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 31 quarters since.
Spectrum Wealth Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $4.2M in Q1 2019.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.