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Ulrich Consultants & Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Ulrich Consultants & Investment Group’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 		$4.26M Buy
+5,592
New +$4.25M 4.26% 3
2023
Q2 		$2.67M Sell
6,018
-120
-2% -$50.4K 6.45% 3
2023
Q1 		$2.51M Sell
6,138
-238
-4% -$95K 5.25% 4
2022
Q4 		$2.44M Buy
6,376
+479
+8% +$184K 5.46% 4
2022
Q3 		$2.11M Buy
5,897
+636
+12% +$253K 1.62% 18
2022
Q2 		$1.99M Buy
+5,261
New +$2.16M 1.09% 25

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 19.15% 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 26.78% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

Ulrich Consultants & Investment Group's SPY Position: Q3 2026 in Review

Ulrich Consultants & Investment Group opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 5,592 shares worth $4.26M. The stake represents 4.26% of the portfolio and ranks #3 among its holdings. This is a return to the name: Ulrich Consultants & Investment Group previously reported a position in SPY as recently as Q2 2023.

Ulrich Consultants & Investment Group first reported a position in SPY in Q2 2022 and has held it in 6 quarters since. 776 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Ulrich Consultants & Investment Group held 5,592 shares of State Street SPDR S&P 500 ETF Trust worth $4.26M as of Q3 2026.
  • State Street SPDR S&P 500 ETF Trust was a new Ulrich Consultants & Investment Group position in Q3 2026.
  • State Street SPDR S&P 500 ETF Trust made up 4.26% of Ulrich Consultants & Investment Group's portfolio in Q3 2026, its #3 holding.
  • Ulrich Consultants & Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 6 quarters since.
  • 776 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Ulrich Consultants & Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.