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

Traction Financial Partners’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	$23.2M	Buy	30,404 +458	+2%	+$348K	12.01%	1
2026 Q2	$22.4M	Buy	29,946 +1,580	+6%	+$1.15M	11.88%	1
2026 Q1	$18.4M	Buy	28,366 +742	+3%	+$504K	11.36%	1
2025 Q4	$18.8M	Buy	27,624 +1,635	+6%	+$1.11M	11.16%	2
2025 Q3	$17.3M	Buy	25,989 +3,316	+15%	+$2.13M	10.68%	2
2025 Q2	$14M	Buy	22,673 +1,143	+5%	+$653K	9.5%	3
2025 Q1	$12M	Buy	21,530 +1,710	+9%	+$1.01M	9.4%	3
2024 Q4	$11.6M	Sell	19,820 -661	-3%	-$389K	9.03%	4
2024 Q3	$11.8M	Sell	20,481 -7	-0%	-$3.87K	9.22%	4
2024 Q2	$11.3M	Buy	20,488 +1,787	+10%	+$935K	8.25%	5
2024 Q1	$9.7M	Buy	18,701 +3,620	+24%	+$1.8M	7.6%	6
2023 Q4	$7.17M	Buy	+15,081	New	+$6.72M	4.81%	7

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Traction Financial Partners's SPY Position: Q3 2026 in Review

Traction Financial Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q3 2026, buying an estimated $348K and bringing the position to 30,404 shares worth $23.2M. The position accounts for 12.01% of the portfolio, ranked #1.

Traction Financial Partners first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 3,767 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Traction Financial Partners held 30,404 shares of State Street SPDR S&P 500 ETF Trust worth $23.2M as of Q3 2026.
Traction Financial Partners bought 458 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $348K.
State Street SPDR S&P 500 ETF Trust made up 12.01% of Traction Financial Partners's portfolio in Q3 2026, its #1 holding.
Traction Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
3,767 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Traction Financial Partners's 13F filing for Q3 2026, filed 12 Nov 2026.