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

Straight Path 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	$611K	Sell	801 -12	-1%	-$9.12K	0.14%	71
2026 Q2	$607K	Buy	813 +1	+0.1%	+$725	0.14%	66
2026 Q1	$528K	Sell	812 -117	-13%	-$79.5K	0.14%	67
2025 Q4	$634K	Buy	929 +342	+58%	+$231K	0.17%	59
2025 Q3	$391K	Buy	587 +46	+9%	+$29.5K	0.11%	87
2025 Q2	$334K	Buy	+541	New	+$309K	0.11%	82
2025 Q1	–	Sell	-512	Closed	-$300K	–	114
2024 Q4	$300K	Sell	512 -24	-4%	-$14.1K	0.12%	75
2024 Q3	$308K	Sell	536 -295	-35%	-$163K	0.13%	72
2024 Q2	$452K	Hold	831	–	–	0.23%	49
2024 Q1	$435K	Hold	831	–	–	0.24%	53
2023 Q4	$395K	Sell	831 -578	-41%	-$257K	0.23%	54
2023 Q3	$602K	Hold	1,409	–	–	0.41%	35
2023 Q2	$625K	Buy	1,409 +390	+38%	+$164K	0.43%	32
2023 Q1	$417K	Hold	1,019	–	–	0.33%	43
2022 Q4	$390K	Buy	1,019 +8	+0.8%	+$3.08K	0.37%	41
2022 Q3	$361K	Buy	1,011 +30	+3%	+$11.9K	0.32%	52
2022 Q2	$370K	Sell	981 -657	-40%	-$269K	0.36%	48
2022 Q1	$740K	Buy	1,638 +89	+6%	+$39.6K	0.63%	28
2021 Q4	$736K	Buy	+1,549	New	+$711K	0.64%	24

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 19.14% 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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

Straight Path Wealth Management's SPY Position: Q3 2026 in Review

Straight Path Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q3 2026, selling an estimated $9.12K and leaving 801 shares worth $611K. The position accounts for 0.14% of the portfolio, ranked #71.

Straight Path Wealth Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $740K in Q1 2022. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Straight Path Wealth Management held 801 shares of State Street SPDR S&P 500 ETF Trust worth $611K as of Q3 2026.
Straight Path Wealth Management sold 12 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $9.12K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Straight Path Wealth Management's portfolio in Q3 2026, its #71 holding.
Straight Path Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
Straight Path Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $740K in Q1 2022.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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