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

Todd 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	$434K	Hold	569	–	–	0.33%	64
2026 Q2	$425K	Hold	569	–	–	0.32%	64
2026 Q1	$370K	Buy	+569	New	+$387K	0.34%	66

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

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

Todd Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 569 shares worth $434K. The position accounts for 0.33% of the portfolio, ranked #64.

Todd Wealth Management first reported a position in SPY in Q1 2026 and has held it in 3 quarters since. 2,153 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Todd Wealth Management held 569 shares of State Street SPDR S&P 500 ETF Trust worth $434K as of Q3 2026.
Todd Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.33% of Todd Wealth Management's portfolio in Q3 2026, its #64 holding.
Todd Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and has held it in 3 quarters since.
2,153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.