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

Sterling Wealth Management’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	$256K	Sell	336 -7	-2%	-$5.32K	0.07%	102
2026 Q2	$256K	Buy	343 +21	+7%	+$15.2K	0.06%	106
2026 Q1	$209K	Hold	322	–	–	0.06%	107
2025 Q4	$220K	Hold	322	–	–	0.06%	99
2025 Q3	$215K	Buy	+322	New	+$206K	0.07%	101

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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 of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sterling Wealth Management's SPY Position: Q3 2026 in Review

Sterling Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q3 2026, selling an estimated $5.32K and leaving 336 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #102.

Sterling Wealth Management first reported a position in SPY in Q3 2025 and has held it in 5 quarters since. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Sterling Wealth Management held 336 shares of State Street SPDR S&P 500 ETF Trust worth $256K as of Q3 2026.
Sterling Wealth Management sold 7 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $5.32K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Sterling Wealth Management's portfolio in Q3 2026, its #102 holding.
Sterling Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 5 quarters since.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.