St. Clair Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

St. Clair 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	$463K	Hold	607	–	–	0.12%	64
2026 Q2	$453K	Hold	607	–	–	0.12%	67
2026 Q1	$395K	Hold	607	–	–	0.11%	71
2025 Q4	$414K	Buy	+607	New	+$410K	0.11%	70
2022 Q1	–	Sell	-744	Closed	-$353K	–	49
2021 Q4	$353K	Hold	744	–	–	0.2%	43
2021 Q3	$319K	Buy	+744	New	+$328K	0.22%	43

Other funds holding SPY

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

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

St. Clair Advisors's SPY Position: Q3 2026 in Review

St. Clair Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 607 shares worth $463K. The position accounts for 0.12% of the portfolio, ranked #64.

St. Clair Advisors first reported a position in SPY in Q3 2021 and has held it in 6 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

St. Clair Advisors held 607 shares of State Street SPDR S&P 500 ETF Trust worth $463K as of Q3 2026.
St. Clair 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 0.12% of St. Clair Advisors's portfolio in Q3 2026, its #64 holding.
St. Clair Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and has held it in 6 quarters since.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.