TSA Wealth Management
SPY icon

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

TSA 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 		$236K Hold
309
– – 0.07% 111
2026
Q2 		$231K Sell
309
-14
-4% -$10.2K 0.07% 109
2026
Q1 		$210K Hold
323
– – 0.07% 101
2025
Q4 		$220K Hold
323
– – 0.07% 86
2025
Q3 		$215K Buy
+323
New +$207K 0.07% 82

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
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

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

TSA Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 309 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #111.

TSA Wealth Management first reported a position in SPY in Q3 2025 and has held it in 5 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • TSA Wealth Management held 309 shares of State Street SPDR S&P 500 ETF Trust worth $236K as of Q3 2026.
  • TSA Wealth Management 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 0.07% of TSA Wealth Management's portfolio in Q3 2026, its #111 holding.
  • TSA Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 5 quarters since.
  • 1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.