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

StackStone 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	$12.9M	Buy	+16,960	New	+$12.9M	1.27%	20

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

StackStone Wealth's SPY Position: Q3 2026 in Review

StackStone Wealth opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 16,960 shares worth $12.9M. The stake represents 1.27% of the portfolio and ranks #20 among its holdings.

2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

StackStone Wealth held 16,960 shares of State Street SPDR S&P 500 ETF Trust worth $12.9M as of Q3 2026.
State Street SPDR S&P 500 ETF Trust was a new StackStone Wealth position in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 1.27% of StackStone Wealth's portfolio in Q3 2026, its #20 holding.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.