Sweeney & Michel’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sweeney & Michel’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	$368K	Sell	482 -90	-16%	-$68.4K	0.1%	112
2026 Q2	$442K	Sell	572 -4	-0.7%	-$2.9K	0.12%	106
2026 Q1	$395K	Buy	576 +15	+3%	+$10.2K	0.12%	103
2025 Q4	$388K	Sell	561 -8	-1%	-$5.41K	0.11%	101
2025 Q3	$371K	Buy	569 +38	+7%	+$24.4K	0.12%	100
2025 Q2	$331K	Buy	531 +4	+0.8%	+$2.29K	0.12%	104
2025 Q1	$262K	Buy	+527	New	+$310K	0.11%	103
2024 Q3	$260K	Buy	444 +22	+5%	+$12.2K	0.1%	106
2024 Q2	$234K	Buy	422 +25	+6%	+$13.1K	0.1%	103
2024 Q1	$208K	Buy	+397	New	+$198K	0.09%	107

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

Sweeney & Michel's SPY Position: Q3 2026 in Review

Sweeney & Michel reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q3 2026, selling an estimated $68.4K and leaving 482 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #112.

Sweeney & Michel first reported a position in SPY in Q1 2024 and has held it in 10 quarters since. The position peaked at $442K in Q2 2026. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Sweeney & Michel held 482 shares of State Street SPDR S&P 500 ETF Trust worth $368K as of Q3 2026.
Sweeney & Michel sold 90 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $68.4K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Sweeney & Michel's portfolio in Q3 2026, its #112 holding.
Sweeney & Michel first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 10 quarters since.
Sweeney & Michel's State Street SPDR S&P 500 ETF Trust position peaked at $442K 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 Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.