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

TritonPoint 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	$2.63M	Hold	3,448	–	–	0.26%	85
2026 Q2	$2.57M	Sell	3,448 -3	-0.1%	-$2.18K	0.25%	88
2026 Q1	$2.25M	Sell	3,451 -35	-1%	-$23.8K	0.24%	89
2025 Q4	$2.38M	Sell	3,486 -2,380	-41%	-$1.61M	0.24%	90
2025 Q3	$3.92M	Sell	5,866 -140	-2%	-$89.7K	0.34%	78
2025 Q2	$3.72M	Sell	6,006 -27	-0.4%	-$15.4K	0.34%	77
2025 Q1	$3.38M	Sell	6,033 -313	-5%	-$184K	0.32%	84
2024 Q4	$3.73M	Sell	6,346 -92	-1%	-$54.2K	0.34%	80
2024 Q3	$3.69M	Sell	6,438 -2,265	-26%	-$1.25M	0.34%	81
2024 Q2	$4.75M	Sell	8,703 -114	-1%	-$59.7K	0.46%	60
2024 Q1	$4.3M	Sell	8,817 -187	-2%	-$93.1K	0.45%	61
2023 Q4	$4.3M	Buy	+9,004	New	+$4.01M	0.42%	65

Other funds holding SPY

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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 of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TritonPoint Wealth's SPY Position: Q3 2026 in Review

TritonPoint Wealth held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 3,448 shares worth $2.63M. The position accounts for 0.26% of the portfolio, ranked #85.

TritonPoint Wealth first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.75M in Q2 2024. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

TritonPoint Wealth held 3,448 shares of State Street SPDR S&P 500 ETF Trust worth $2.63M as of Q3 2026.
TritonPoint Wealth 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 0.26% of TritonPoint Wealth's portfolio in Q3 2026, its #85 holding.
TritonPoint 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.
TritonPoint Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $4.75M in Q2 2024.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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