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

Suncoast Equity 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	$443K	Buy	580 +106	+22%	+$80.5K	0.05%	59
2026 Q2	$354K	Sell	474 -3,202	-87%	-$2.32M	0.04%	61
2026 Q1	$2.39M	Sell	3,676 -1,773	-33%	-$1.21M	0.29%	36
2025 Q4	$3.72M	Buy	5,449 +1,309	+32%	+$885K	0.38%	31
2025 Q3	$2.76M	Buy	4,140 +481	+13%	+$308K	0.28%	34
2025 Q2	$2.26M	Buy	3,659 +371	+11%	+$212K	0.23%	34
2025 Q1	$1.84M	Sell	3,288 -1,262	-28%	-$742K	0.21%	38
2024 Q4	$2.67M	Buy	4,550 +1,666	+58%	+$982K	0.3%	28
2024 Q3	$1.65M	Buy	2,884 +118	+4%	+$65.2K	0.19%	35
2024 Q2	$1.51M	Buy	2,766 +127	+5%	+$66.5K	0.17%	35
2024 Q1	$1.38M	Sell	2,639 -519	-16%	-$258K	0.16%	36
2023 Q4	$1.5M	Buy	3,158 +302	+11%	+$135K	0.2%	34
2023 Q3	$1.22M	Buy	2,856 +638	+29%	+$284K	0.18%	33
2023 Q2	$983K	Buy	2,218 +667	+43%	+$280K	0.15%	36
2023 Q1	$635K	Buy	1,551 +539	+53%	+$215K	0.11%	39
2022 Q4	$387K	Buy	+1,012	New	+$389K	0.07%	50
2022 Q1	–	Sell	-977	Closed	-$464K	–	62
2021 Q4	$464K	Buy	977 +444	+83%	+$204K	0.06%	34
2021 Q3	$229K	Buy	+533	New	+$235K	0.03%	47
2021 Q1	–	Sell	-578	Closed	-$216K	–	47
2020 Q4	$216K	Buy	+578	New	+$205K	0.03%	45
2020 Q1	–	Sell	-662	Closed	-$213K	–	54
2019 Q4	$213K	Buy	+662	New	+$204K	0.04%	52
2019 Q1	–	Sell	-2,915	Closed	-$729K	–	46
2018 Q4	$729K	Buy	+2,915	New	+$786K	0.19%	22
2017 Q1	–	Sell	-6,110	Closed	-$1.37M	–	34
2016 Q4	$1.37M	Buy	+6,110	New	+$1.33M	0.44%	22

Other funds holding SPY

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Suncoast Equity Management's SPY Position: Q3 2026 in Review

Suncoast Equity Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 22% in Q3 2026, buying an estimated $80.5K and bringing the position to 580 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #59.

Suncoast Equity Management first reported a position in SPY in Q4 2016 and has held it in 22 quarters since. The position peaked at $3.72M in Q4 2025. 3,194 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Suncoast Equity Management held 580 shares of State Street SPDR S&P 500 ETF Trust worth $443K as of Q3 2026.
Suncoast Equity Management bought 106 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $80.5K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Suncoast Equity Management's portfolio in Q3 2026, its #59 holding.
Suncoast Equity Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 22 quarters since.
Suncoast Equity Management's State Street SPDR S&P 500 ETF Trust position peaked at $3.72M in Q4 2025.
3,194 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Suncoast Equity Management's 13F filing for Q3 2026, filed 3 Nov 2026.