Sprinkle Financial Consultants’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sprinkle Financial Consultants’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	–	Sell	-754	Closed	-$466K	–	86
2025 Q2	$466K	Sell	754 -34	-4%	-$19.4K	0.28%	57
2025 Q1	$441K	Sell	788 -41	-5%	-$24.1K	0.28%	54
2024 Q4	$486K	Sell	829 -70	-8%	-$41.2K	0.33%	48
2024 Q3	$516K	Sell	899 -27	-3%	-$14.9K	0.37%	46
2024 Q2	$504K	Buy	+926	New	+$485K	0.4%	45
2024 Q1	–	Sell	-795	Closed	-$378K	–	67
2023 Q4	$378K	Buy	+795	New	+$354K	0.38%	44

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

Sprinkle Financial Consultants's SPY Position: Q3 2025 in Review

Sprinkle Financial Consultants sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2025, closing a stake of 754 shares — an estimated $466K sold.

Sprinkle Financial Consultants first reported a position in SPY in Q4 2023 and held it in 6 quarters. The position peaked at $516K in Q3 2024. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Sprinkle Financial Consultants reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2025 after selling out during the quarter.
Sprinkle Financial Consultants sold 754 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $466K.
Sprinkle Financial Consultants first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and held it in 6 quarters.
Sprinkle Financial Consultants's State Street SPDR S&P 500 ETF Trust position peaked at $516K in Q3 2024.
4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Sprinkle Financial Consultants's 13F filing for Q3 2025, filed 9 Oct 2025.