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

Surience Private 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	$11.1M	Buy	14,497 +2,062	+17%	+$1.57M	10.61%	2
2026 Q2	$9.29M	Buy	12,435 +225	+2%	+$163K	8.17%	3
2026 Q1	$7.94M	Buy	12,210 +1,163	+11%	+$791K	8.52%	2
2025 Q4	$7.53M	Sell	11,047 -658	-6%	-$445K	8.09%	3
2025 Q3	$7.8M	Sell	11,705 -8,812	-43%	-$5.65M	7.13%	6
2025 Q2	$12.7M	Buy	20,517 +19,544	+2,009%	+$11.2M	11.91%	1
2025 Q1	$544K	Sell	973 -13,711	-93%	-$8.06M	0.95%	17
2024 Q4	$8.61M	Sell	14,684 -6,723	-31%	-$3.96M	11.11%	2
2024 Q3	$12.3M	Buy	+21,407	New	+$11.8M	12.56%	3
2023 Q3	–	Sell	-1,378	Closed	-$611K	–	33
2023 Q2	$611K	Sell	1,378 -21,533	-94%	-$9.04M	0.87%	18
2023 Q1	$9.38M	Sell	22,911 -8,824	-28%	-$3.52M	13.82%	3
2022 Q4	$12.1M	Buy	31,735 +30,874	+3,586%	+$11.9M	16.1%	1
2022 Q3	$308K	Sell	861 -42,441	-98%	-$16.9M	0.79%	15
2022 Q2	$16.3M	Buy	43,302 +10,920	+34%	+$4.47M	24.64%	1
2022 Q1	$14.6M	Buy	32,382 +16,394	+103%	+$7.3M	12.79%	3
2021 Q4	$7.59M	Buy	+15,988	New	+$7.34M	6.19%	6

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

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Surience Private Wealth's SPY Position: Q3 2026 in Review

Surience Private Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q3 2026, buying an estimated $1.57M and bringing the position to 14,497 shares worth $11.1M. The position accounts for 10.61% of the portfolio, ranked #2.

Surience Private Wealth first reported a position in SPY in Q4 2021 and has held it in 16 quarters since. The position peaked at $16.3M in Q2 2022. 1,372 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Surience Private Wealth held 14,497 shares of State Street SPDR S&P 500 ETF Trust worth $11.1M as of Q3 2026.
Surience Private Wealth bought 2,062 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.57M.
State Street SPDR S&P 500 ETF Trust made up 10.61% of Surience Private Wealth's portfolio in Q3 2026, its #2 holding.
Surience Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 16 quarters since.
Surience Private Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $16.3M in Q2 2022.
1,372 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.