Trust Point Inc
SPY icon

Trust Point Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Trust Point Inc’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 		$15.6M Buy
20,402
+284
+1% +$216K 1.17% 15
2026
Q2 		$15M Buy
20,118
+231
+1% +$167K 1.28% 13
2026
Q1 		$12.9M Buy
19,887
+136
+0.7% +$92.5K 1.12% 15
2025
Q4 		$13.5M Sell
19,751
-29
-0.1% -$19.6K 1.06% 14
2025
Q3 		$13.2M Buy
19,780
+27
+0.1% +$17.3K 1.06% 14
2025
Q2 		$12.2M Sell
19,753
-587
-3% -$336K 1.15% 11
2025
Q1 		$11.4M Sell
20,340
-152
-0.7% -$89.3K 1.04% 14
2024
Q4 		$12M Buy
20,492
+15,381
+301% +$9.06M 0.83% 16
2024
Q3 		$2.93M Buy
5,111
+305
+6% +$169K 0.22% 44
2024
Q2 		$2.62M Sell
4,806
-42
-0.9% -$22K 0.21% 48
2024
Q1 		$2.54M Sell
4,848
-69
-1% -$34.4K 0.2% 54
2023
Q4 		$2.34M Buy
+4,917
New +$2.19M 0.19% 55

Other funds holding SPY

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Trust Point Inc's SPY Position: Q3 2026 in Review

Trust Point Inc increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q3 2026, buying an estimated $216K and bringing the position to 20,402 shares worth $15.6M. The position accounts for 1.17% of the portfolio, ranked #15.

Trust Point Inc first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 1,875 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Trust Point Inc held 20,402 shares of State Street SPDR S&P 500 ETF Trust worth $15.6M as of Q3 2026.
  • Trust Point Inc bought 284 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $216K.
  • State Street SPDR S&P 500 ETF Trust made up 1.17% of Trust Point Inc's portfolio in Q3 2026, its #15 holding.
  • Trust Point Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
  • 1,875 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.