SwitchPoint Financial Planning
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SwitchPoint Financial Planning’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

SwitchPoint Financial Planning’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 		$204K Buy
+268
New +$204K 0.11% 68

Other funds holding SPY

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

SwitchPoint Financial Planning's SPY Position: Q3 2026 in Review

SwitchPoint Financial Planning opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 268 shares worth $204K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings.

2,377 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • SwitchPoint Financial Planning held 268 shares of State Street SPDR S&P 500 ETF Trust worth $204K as of Q3 2026.
  • State Street SPDR S&P 500 ETF Trust was a new SwitchPoint Financial Planning position in Q3 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.11% of SwitchPoint Financial Planning's portfolio in Q3 2026, its #68 holding.
  • 2,377 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q3 2026, filed 2 Nov 2026.