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

Trinity 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	$2.58M	Buy	+3,378	New	+$2.57M	0.82%	33
2024 Q4	–	Sell	-2,383	Closed	-$1.37M	–	59
2024 Q3	$1.37M	Buy	+2,383	New	+$1.32M	0.63%	23

Other funds holding SPY

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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

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

Trinity Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 3,378 shares worth $2.58M. The stake represents 0.82% of the portfolio and ranks #33 among its holdings. This is a return to the name: Trinity Wealth Management previously reported a position in SPY as recently as Q3 2024.

Trinity Wealth Management first reported a position in SPY in Q3 2024 and has held it in 2 quarters since. 2,104 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Trinity Wealth Management held 3,378 shares of State Street SPDR S&P 500 ETF Trust worth $2.58M as of Q3 2026.
State Street SPDR S&P 500 ETF Trust was a new Trinity Wealth Management position in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.82% of Trinity Wealth Management's portfolio in Q3 2026, its #33 holding.
Trinity Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 2 quarters since.
2,104 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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