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

Traveka Wealth’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	$949K	Buy	1,245 +46	+4%	+$34.9K	0.29%	68
2026 Q2	$895K	Sell	1,199 -19	-2%	-$13.8K	0.3%	70
2026 Q1	$792K	Buy	1,218 +36	+3%	+$24.5K	0.3%	65
2025 Q4	$806K	Buy	1,182 +1	+0.1%	+$676	0.33%	61
2025 Q3	$787K	Buy	1,181 +150	+15%	+$96.2K	0.35%	53
2025 Q2	$637K	Hold	1,031	–	–	0.34%	51
2025 Q1	$577K	Sell	1,031 -41	-4%	-$24.1K	0.32%	55
2024 Q4	$628K	Hold	1,072	–	–	0.35%	57
2024 Q3	$615K	Buy	1,072 +19	+2%	+$10.5K	0.31%	53
2024 Q2	$573K	Sell	1,053 -137	-12%	-$71.7K	0.28%	50
2024 Q1	$622K	Buy	1,190 +212	+22%	+$106K	0.29%	47
2023 Q4	$465K	Buy	+978	New	+$436K	0.23%	64

Other funds holding SPY

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

Morgan Stanley New York $1.96T AUM 27.49% 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

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

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

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Traveka Wealth's SPY Position: Q3 2026 in Review

Traveka Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.8% in Q3 2026, buying an estimated $34.9K and bringing the position to 1,245 shares worth $949K. The position accounts for 0.29% of the portfolio, ranked #68.

Traveka Wealth first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Traveka Wealth held 1,245 shares of State Street SPDR S&P 500 ETF Trust worth $949K as of Q3 2026.
Traveka Wealth bought 46 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $34.9K.
State Street SPDR S&P 500 ETF Trust made up 0.29% of Traveka Wealth's portfolio in Q3 2026, its #68 holding.
Traveka Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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