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Turner Capital Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Turner Capital Investments’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 		$5.98M Buy
+7,837
New +$5.95M 5.08% 6
2026
Q1 		– Sell
-3,543
Closed -$2.42M – 4
2025
Q4 		$2.42M Buy
+3,543
New +$2.39M 2.74% 5

Other funds holding SPY

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
FCM
Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Turner Capital Investments's SPY Position: Q3 2026 in Review

Turner Capital Investments opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 7,837 shares worth $5.98M. The stake represents 5.08% of the portfolio and ranks #6 among its holdings. This is a return to the name: Turner Capital Investments previously reported a position in SPY as recently as Q4 2025.

Turner Capital Investments first reported a position in SPY in Q4 2025 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Turner Capital Investments held 7,837 shares of State Street SPDR S&P 500 ETF Trust worth $5.98M as of Q3 2026.
  • State Street SPDR S&P 500 ETF Trust was a new Turner Capital Investments position in Q3 2026.
  • State Street SPDR S&P 500 ETF Trust made up 5.08% of Turner Capital Investments's portfolio in Q3 2026, its #6 holding.
  • Turner Capital Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Turner Capital Investments's 13F filing for Q3 2026, filed 9 Oct 2026.