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

Stone Summit 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	$3.16M	Sell	4,145 -45	-1%	-$34.2K	0.85%	38
2026 Q2	$3.13M	Buy	4,190 +63	+2%	+$45.7K	0.79%	38
2026 Q1	$2.68M	Sell	4,127 -24	-0.6%	-$16.3K	0.75%	41
2025 Q4	$2.83M	Sell	4,151 -127	-3%	-$85.8K	0.77%	40
2025 Q3	$2.85M	Sell	4,278 -155	-3%	-$99.4K	0.81%	41
2025 Q2	$2.74M	Buy	4,433 +282	+7%	+$161K	0.85%	41
2025 Q1	$2.32M	Buy	4,151 +171	+4%	+$101K	0.79%	46
2024 Q4	$2.33M	Sell	3,980 -492	-11%	-$290K	0.78%	44
2024 Q3	$2.57M	Buy	4,472 +356	+9%	+$197K	0.83%	40
2024 Q2	$2.24M	Buy	4,116 +59	+1%	+$30.9K	0.8%	39
2024 Q1	$2.12M	Buy	4,057 +50	+1%	+$24.9K	0.74%	45
2023 Q4	$1.9M	Buy	4,007 +2,192	+121%	+$976K	0.73%	46
2023 Q3	$776K	Buy	1,815 +873	+93%	+$388K	0.33%	77
2023 Q2	$418K	Buy	942 +80	+9%	+$33.6K	0.17%	101
2023 Q1	$353K	Sell	862 -8	-0.9%	-$3.19K	0.16%	107
2022 Q4	$333K	Buy	870 +125	+17%	+$48K	0.16%	108
2022 Q3	$266K	Sell	745 -50	-6%	-$19.9K	0.16%	113
2022 Q2	$300K	Buy	795 +88	+12%	+$36K	0.18%	108
2022 Q1	$321K	Buy	+707	New	+$315K	0.18%	112

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

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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Stone Summit Wealth's SPY Position: Q3 2026 in Review

Stone Summit Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q3 2026, selling an estimated $34.2K and leaving 4,145 shares worth $3.16M. The position accounts for 0.85% of the portfolio, ranked #38.

Stone Summit Wealth first reported a position in SPY in Q1 2022 and has held it in 19 quarters since. 1,244 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Stone Summit Wealth held 4,145 shares of State Street SPDR S&P 500 ETF Trust worth $3.16M as of Q3 2026.
Stone Summit Wealth 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 0.85% of Stone Summit Wealth's portfolio in Q3 2026, its #38 holding.
Stone Summit Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 19 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.