Sugar Maple Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sugar Maple Asset 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	$2.9M	Sell	3,803 -250	-6%	-$190K	1.65%	18
2026 Q2	$3.03M	Buy	4,053 +1,250	+45%	+$906K	1.95%	14
2026 Q1	$1.82M	Sell	2,803 -700	-20%	-$476K	1.11%	21
2025 Q4	$2.39M	Sell	3,503 -300	-8%	-$203K	1.61%	16
2025 Q3	$2.53M	Buy	3,803 +1,100	+41%	+$705K	1.81%	16
2025 Q2	$1.67M	Buy	2,703 +2,050	+314%	+$1.17M	1.3%	19
2025 Q1	$365K	Hold	653	–	–	0.29%	48
2024 Q4	$383K	Hold	653	–	–	0.29%	42
2024 Q3	$375K	Hold	653	–	–	0.33%	43
2024 Q2	$355K	Hold	653	–	–	0.34%	39
2024 Q1	$342K	Buy	+653	New	+$325K	0.33%	41

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

Sugar Maple Asset Management's SPY Position: Q3 2026 in Review

Sugar Maple Asset Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.2% in Q3 2026, selling an estimated $190K and leaving 3,803 shares worth $2.9M. The position accounts for 1.65% of the portfolio, ranked #18.

Sugar Maple Asset Management first reported a position in SPY in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.03M in Q2 2026. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Sugar Maple Asset Management held 3,803 shares of State Street SPDR S&P 500 ETF Trust worth $2.9M as of Q3 2026.
Sugar Maple Asset Management sold 250 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $190K.
State Street SPDR S&P 500 ETF Trust made up 1.65% of Sugar Maple Asset Management's portfolio in Q3 2026, its #18 holding.
Sugar Maple Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 11 quarters since.
Sugar Maple Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $3.03M in Q2 2026.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.