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

Sunesis 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 		– Sell
-6,472
Closed -$4.83M – 58
2026
Q2 		$4.83M Sell
6,472
-65
-1% -$47.1K 2% 8
2026
Q1 		$4.25M Sell
6,537
-20
-0.3% -$13.6K 1.92% 8
2025
Q4 		$4.47M Sell
6,557
-36
-0.5% -$24.3K 2.02% 8
2025
Q3 		$4.39M Buy
+6,593
New +$4.23M 2.05% 8
2025
Q1 		$3.83M Sell
6,850
-357
-5% -$210K 2.08% 10
2024
Q4 		$4.22M Hold
7,207
– – 2.57% 7
2024
Q3 		$4.14M Hold
7,207
– – 2.49% 7
2024
Q2 		$3.92M Buy
7,207
+351
+5% +$184K 2.33% 8
2024
Q1 		$3.59M Sell
6,856
-843
-11% -$420K 2.1% 8
2023
Q4 		$3.66M Hold
7,699
– – 2.23% 8
2023
Q3 		$3.29M Buy
+7,699
New +$3.42M 2.33% 7
2023
Q1 		$3.15M Buy
7,699
+2,751
+56% +$1.1M 2.27% 7
2022
Q4 		$1.89M Hold
4,948
– – 1.21% 11
2022
Q3 		$1.77M Sell
4,948
-128
-3% -$50.8K 1.22% 14
2022
Q2 		$1.92M Sell
5,076
-963
-16% -$395K 1.24% 13
2022
Q1 		$2.73M Hold
6,039
– – 1.58% 12
2021
Q4 		$2.87M Hold
6,039
– – 2.1% 8
2021
Q3 		$2.59M Hold
6,039
– – 2% 9
2021
Q2 		$2.58M Hold
6,039
– – 1.98% 9
2021
Q1 		$2.39M Hold
6,039
– – 1.91% 9
2020
Q4 		$2.26M Hold
6,039
– – 1.83% 10
2020
Q3 		$2.02M Sell
6,039
-211
-3% -$69.9K 1.8% 11
2020
Q2 		$1.93M Sell
6,250
-112
-2% -$32.8K 1.77% 12
2020
Q1 		$1.64M Buy
6,362
+3,543
+126% +$1.08M 1.65% 13
2019
Q4 		$907K Buy
2,819
+1,094
+63% +$337K 0.83% 20
2019
Q3 		$512K Hold
1,725
– – 0.53% 23
2019
Q2 		$505K Buy
1,725
+439
+34% +$126K 0.54% 22
2019
Q1 		$363K Hold
1,286
– – 0.37% 25
2018
Q4 		$321K Buy
+1,286
New +$347K 0.35% 24

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Sunesis Advisors's SPY Position: Q3 2026 in Review

Sunesis Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026, closing a stake of 6,472 shares — an estimated $4.83M sold.

Sunesis Advisors first reported a position in SPY in Q4 2018 and held it in 29 quarters. The position peaked at $4.83M in Q2 2026. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Sunesis Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2026 after selling out during the quarter.
  • Sunesis Advisors sold 6,472 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $4.83M.
  • Sunesis Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and held it in 29 quarters.
  • Sunesis Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $4.83M in Q2 2026.
  • 2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Sunesis Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.