Thrive Wealth Management
SPY icon

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

Thrive 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 		$24.5M Sell
32,114
-450
-1% -$342K 3.04% 3
2026
Q2 		$24.3M Buy
32,564
+142
+0.4% +$103K 3.09% 3
2026
Q1 		$21.1M Sell
32,422
-444
-1% -$302K 3.14% 3
2025
Q4 		$22.4M Sell
32,866
-507
-2% -$343K 3.29% 3
2025
Q3 		$22.2M Sell
33,373
-487
-1% -$312K 3.35% 3
2025
Q2 		$20.9M Sell
33,860
-1,481
-4% -$847K 3.38% 3
2025
Q1 		$19.8M Sell
35,341
-1,642
-4% -$965K 3.78% 3
2024
Q4 		$21.7M Buy
36,983
+432
+1% +$255K 3.9% 3
2024
Q3 		$21M Sell
36,551
-600
-2% -$332K 3.85% 3
2024
Q2 		$20.2M Buy
37,151
+153
+0.4% +$80.1K 3.96% 3
2024
Q1 		$19.4M Buy
36,998
+14
+0% +$6.97K 4% 3
2023
Q4 		$17.6M Buy
36,984
+1,599
+5% +$712K 3.91% 3
2023
Q3 		$15.1M Sell
35,385
-316
-0.9% -$141K 4.02% 3
2023
Q2 		$15.8M Sell
35,701
-235
-0.7% -$98.6K 4.1% 3
2023
Q1 		$14.7M Buy
35,936
+18,450
+106% +$7.36M 3.77% 3
2022
Q4 		$6.69M Buy
17,486
+257
+1% +$98.8K 1.92% 8
2022
Q3 		$6.15M Sell
17,229
-295
-2% -$117K 2.16% 7
2022
Q2 		$6.61M Buy
17,524
+365
+2% +$150K 2.31% 6
2022
Q1 		$7.75M Buy
17,159
+509
+3% +$227K 2.29% 9
2021
Q4 		$7.91M Buy
+16,650
New +$7.64M 2.7% 6

Other funds holding SPY

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 19.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Thrive Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q3 2026, selling an estimated $342K and leaving 32,114 shares worth $24.5M. The position accounts for 3.04% of the portfolio, ranked #3.

Thrive Wealth Management first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. 1,053 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Thrive Wealth Management held 32,114 shares of State Street SPDR S&P 500 ETF Trust worth $24.5M as of Q3 2026.
  • Thrive Wealth Management sold 450 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $342K.
  • State Street SPDR S&P 500 ETF Trust made up 3.04% of Thrive Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Thrive Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 20 quarters since.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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