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

The Wealth Group’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	$2.44M	Buy	3,174 +37	+1%	+$28.1K	0.45%	26
2026 Q2	$2.34M	Hold	3,137	–	–	0.45%	26
2026 Q1	$2.04M	Buy	3,137 +24	+0.8%	+$16.3K	0.46%	25
2025 Q4	$2.12M	Buy	3,113 +19	+0.6%	+$12.8K	0.48%	26
2025 Q3	$2.06M	Sell	3,094 -70	-2%	-$44.9K	0.48%	28
2025 Q2	$1.95M	Buy	3,164 +36	+1%	+$20.6K	0.5%	26
2025 Q1	$1.75M	Buy	3,128 +99	+3%	+$58.2K	0.51%	24
2024 Q4	$1.78M	Hold	3,029	–	–	0.51%	22
2024 Q3	$1.74M	Sell	3,029 -35	-1%	-$19.4K	0.51%	23
2024 Q2	$1.67M	Sell	3,064 -15	-0.5%	-$7.85K	0.5%	24
2024 Q1	$1.6M	Sell	3,079 -128	-4%	-$63.7K	0.49%	25
2023 Q4	$1.58M	Buy	+3,207	New	+$1.43M	0.52%	25

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

The Wealth Group's SPY Position: Q3 2026 in Review

The Wealth Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q3 2026, buying an estimated $28.1K and bringing the position to 3,174 shares worth $2.44M. The position accounts for 0.45% of the portfolio, ranked #26.

The Wealth Group first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

The Wealth Group held 3,174 shares of State Street SPDR S&P 500 ETF Trust worth $2.44M as of Q3 2026.
The Wealth Group bought 37 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $28.1K.
State Street SPDR S&P 500 ETF Trust made up 0.45% of The Wealth Group's portfolio in Q3 2026, its #26 holding.
The Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.