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

Stanich 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	$369K	Buy	483 +1	+0.2%	+$760	0.18%	42
2026 Q2	$360K	Sell	482 -817	-63%	-$592K	0.23%	32
2026 Q1	$845K	Buy	1,299 +1	+0.1%	+$680	0.64%	18
2025 Q4	$885K	Hold	1,298	–	–	0.67%	18
2025 Q3	$865K	Buy	1,298 +26	+2%	+$16.7K	0.53%	24
2025 Q2	$795K	Buy	1,272 +2	+0.2%	+$1.14K	0.71%	17
2025 Q1	$711K	Hold	1,270	–	–	0.53%	25
2024 Q4	$744K	Buy	+1,270	New	+$748K	0.56%	25

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 19.15% 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 26.78% 1-Year Est. Return

SDAM

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stanich Group's SPY Position: Q3 2026 in Review

Stanich Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.21% in Q3 2026, buying an estimated $760 and bringing the position to 483 shares worth $369K. The position accounts for 0.18% of the portfolio, ranked #42.

Stanich Group first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. The position peaked at $885K in Q4 2025. 1,073 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Stanich Group held 483 shares of State Street SPDR S&P 500 ETF Trust worth $369K as of Q3 2026.
Stanich Group bought 1 State Street SPDR S&P 500 ETF Trust share in Q3 2026, an estimated $760.
State Street SPDR S&P 500 ETF Trust made up 0.18% of Stanich Group's portfolio in Q3 2026, its #42 holding.
Stanich Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
Stanich Group's State Street SPDR S&P 500 ETF Trust position peaked at $885K in Q4 2025.
1,073 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.