Unique Wealth
SPY icon

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

Unique 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
2023
Q2 		– Sell
-3,800
Closed -$1.56K – 80
2023
Q1 		$1.56K Buy
+3,800
New +$1.52M ﹤0.01% 62

Other funds holding SPY

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Trust Asset Management
Trust Asset Management Houston, Texas $1.64B AUM 22.7% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Unique Wealth's SPY Position: Q3 2026 in Review

Unique Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q3 2026, selling an estimated $321K and leaving 25,270 shares worth $19.3M. The position accounts for 2.2% of the portfolio, ranked #11.

Unique Wealth first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. The position peaked at $49.8M in Q3 2025. 2,463 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Unique Wealth held 25,270 shares of State Street SPDR S&P 500 ETF Trust worth $19.3M as of Q3 2026.
  • Unique Wealth sold 422 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $321K.
  • State Street SPDR S&P 500 ETF Trust made up 2.2% of Unique Wealth's portfolio in Q3 2026, its #11 holding.
  • Unique Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
  • Unique Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $49.8M in Q3 2025.
  • 2,463 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.