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

Tanglewood Wealth 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	$670K	Buy	878 +430	+96%	+$327K	0.06%	34
2026 Q2	$335K	Hold	448	–	–	0.03%	35
2026 Q1	$291K	Sell	448 -1,336	-75%	-$908K	0.02%	34
2025 Q4	$1.22M	Sell	1,784 -590	-25%	-$399K	0.11%	22
2025 Q3	$1.58M	Hold	2,374	–	–	0.15%	23
2025 Q2	$1.47M	Hold	2,374	–	–	0.14%	22
2025 Q1	$1.33M	Sell	2,374 -104	-4%	-$61.1K	0.15%	24
2024 Q4	$1.45M	Hold	2,478	–	–	0.17%	22
2024 Q3	$1.42M	Buy	+2,478	New	+$1.37M	0.16%	22
2022 Q2	–	Sell	-973	Closed	-$439K	–	35
2022 Q1	$439K	Sell	973 -166	-15%	-$73.9K	0.07%	25
2021 Q4	$541K	Hold	1,139	–	–	0.09%	20
2021 Q3	$489K	Hold	1,139	–	–	0.09%	18
2021 Q2	$488K	Buy	1,139 +333	+41%	+$139K	0.09%	18
2021 Q1	$319K	Sell	806 -211	-21%	-$81.4K	0.06%	18
2020 Q4	$380K	Hold	1,017	–	–	0.08%	17
2020 Q3	$341K	Hold	1,017	–	–	0.08%	17
2020 Q2	$314K	Hold	1,017	–	–	0.09%	15
2020 Q1	$262K	Hold	1,017	–	–	0.05%	19
2019 Q4	$327K	Hold	1,017	–	–	0.06%	16
2019 Q3	$302K	Hold	1,017	–	–	0.07%	15
2019 Q2	$298K	Hold	1,017	–	–	0.07%	14
2019 Q1	$287K	Buy	+1,017	New	+$276K	0.06%	16
2018 Q4	–	Sell	-1,017	Closed	-$296K	–	16
2018 Q3	$296K	Hold	1,017	–	–	0.08%	10
2018 Q2	$276K	Hold	1,017	–	–	0.08%	9
2018 Q1	$268K	Hold	1,017	–	–	0.08%	10
2017 Q4	$271K	Hold	1,017	–	–	0.09%	9
2017 Q3	$256K	Sell	1,017 -5	-0.5%	-$1.23K	0.08%	10
2017 Q2	$247K	Buy	1,022 +5	+0.5%	+$1.2K	0.08%	10
2017 Q1	$240K	Sell	1,017 -5	-0.5%	-$1.16K	0.08%	10
2016 Q4	$229K	Buy	1,022 +5	+0.5%	+$1.09K	0.08%	13
2016 Q3	$220K	Hold	1,017	–	–	0.08%	12
2016 Q2	$213K	Hold	1,017	–	–	0.08%	11
2016 Q1	$209K	Hold	1,017	–	–	0.07%	12
2015 Q4	$207K	Buy	+1,017	New	+$209K	0.08%	10

Other funds holding SPY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

Tanglewood Wealth Management's SPY Position: Q3 2026 in Review

Tanglewood Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 96% in Q3 2026, buying an estimated $327K and bringing the position to 878 shares worth $670K. The position accounts for 0.06% of the portfolio, ranked #34.

Tanglewood Wealth Management first reported a position in SPY in Q4 2015 and has held it in 34 quarters since. The position peaked at $1.58M in Q3 2025. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Tanglewood Wealth Management held 878 shares of State Street SPDR S&P 500 ETF Trust worth $670K as of Q3 2026.
Tanglewood Wealth Management bought 430 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $327K.
State Street SPDR S&P 500 ETF Trust made up 0.06% of Tanglewood Wealth Management's portfolio in Q3 2026, its #34 holding.
Tanglewood Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 34 quarters since.
Tanglewood Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.58M in Q3 2025.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Tanglewood Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.