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

Stewardship 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	$731K	Sell	959 -45	-4%	-$34.2K	0.15%	70
2026 Q2	$750K	Buy	1,004 +10	+1%	+$7.25K	0.16%	68
2026 Q1	$646K	Hold	994	–	–	0.15%	69
2025 Q4	$678K	Buy	994 +227	+30%	+$153K	0.16%	66
2025 Q3	$511K	Sell	767 -186	-20%	-$119K	0.12%	85
2025 Q2	$589K	Buy	953 +325	+52%	+$186K	0.15%	68
2025 Q1	$351K	Sell	628 -615	-49%	-$361K	0.09%	101
2024 Q4	$728K	Hold	1,243	–	–	0.2%	65
2024 Q3	$713K	Hold	1,243	–	–	0.2%	61
2024 Q2	$676K	Buy	1,243 +15	+1%	+$7.85K	0.22%	50
2024 Q1	$642K	Sell	1,228 -618	-33%	-$308K	0.22%	50
2023 Q4	$877K	Buy	1,846 +889	+93%	+$396K	0.32%	33
2023 Q3	$409K	Buy	957 +109	+13%	+$48.5K	0.16%	38
2023 Q2	$376K	Buy	848 +223	+36%	+$93.6K	0.14%	37
2023 Q1	$256K	Hold	625	–	–	0.1%	35
2022 Q4	$239K	Sell	625 -332	-35%	-$128K	0.1%	46
2022 Q3	$342K	Buy	957 +78	+9%	+$31K	0.15%	38
2022 Q2	$332K	Sell	879 -39	-4%	-$16K	0.14%	41
2022 Q1	$415K	Buy	918 +3	+0.3%	+$1.34K	0.15%	40
2021 Q4	$435K	Buy	915 +211	+30%	+$96.9K	0.16%	40
2021 Q3	$302K	Hold	704	–	–	0.11%	43
2021 Q2	$301K	Buy	+704	New	+$294K	0.11%	47

Other funds holding SPY

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stewardship Advisors's SPY Position: Q3 2026 in Review

Stewardship Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.5% in Q3 2026, selling an estimated $34.2K and leaving 959 shares worth $731K. The position accounts for 0.15% of the portfolio, ranked #70.

Stewardship Advisors first reported a position in SPY in Q2 2021 and has held it in 22 quarters since. The position peaked at $877K in Q4 2023. 2,700 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Stewardship Advisors held 959 shares of State Street SPDR S&P 500 ETF Trust worth $731K as of Q3 2026.
Stewardship Advisors sold 45 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $34.2K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Stewardship Advisors's portfolio in Q3 2026, its #70 holding.
Stewardship Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and has held it in 22 quarters since.
Stewardship Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $877K in Q4 2023.
2,700 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.