ULWM
SPY icon

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

Upper Left 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 		$2.99M Buy
3,917
+739
+23% +$561K 1.55% 21
2026
Q2 		$2.37M Buy
3,178
+189
+6% +$137K 1.32% 28
2026
Q1 		$1.94M Buy
2,989
+296
+11% +$201K 1.15% 28
2025
Q4 		$1.84M Sell
2,693
-37
-1% -$25K 1.12% 28
2025
Q3 		$1.82M Sell
2,730
-72
-3% -$46.2K 1.14% 29
2025
Q2 		$1.73M Buy
2,802
+665
+31% +$380K 1.15% 29
2025
Q1 		$1.2M Sell
2,137
-322
-13% -$189K 0.86% 31
2024
Q4 		$1.44M Sell
2,459
-21
-0.8% -$12.4K 1.23% 27
2024
Q3 		$1.4M Sell
2,480
-65
-3% -$35.9K 1.22% 27
2024
Q2 		$1.39M Buy
2,545
+11
+0.4% +$5.76K 1.25% 25
2024
Q1 		$1.33M Sell
2,534
-179
-7% -$89.1K 1.23% 24
2023
Q4 		$1.29M Sell
2,713
-267
-9% -$119K 1.26% 26
2023
Q3 		$1.27M Sell
2,980
-3,508
-54% -$1.56M 1.33% 23
2023
Q2 		$2.88M Sell
6,488
-135
-2% -$56.7K 3.2% 13
2023
Q1 		$2.71M Sell
6,623
-125
-2% -$49.9K 3.08% 14
2022
Q4 		$2.58M Sell
6,748
-42,836
-86% -$16.5M 3.05% 13
2022
Q3 		$2.13M Buy
49,584
+840
+2% +$334K 2.77% 16
2022
Q2 		$2.16M Sell
48,744
-4,396
-8% -$1.8M 2.5% 15
2022
Q1 		$2.83M Buy
53,140
+44,180
+493% +$19.7M 2.93% 15
2021
Q4 		$4.27M Buy
+8,960
New +$4.11M 4.26% 9

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
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 26.78% 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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Upper Left Wealth Management's SPY Position: Q3 2026 in Review

Upper Left Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 23% in Q3 2026, buying an estimated $561K and bringing the position to 3,917 shares worth $2.99M. The position accounts for 1.55% of the portfolio, ranked #21.

Upper Left Wealth Management first reported a position in SPY in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.27M in Q4 2021. 1,050 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Upper Left Wealth Management held 3,917 shares of State Street SPDR S&P 500 ETF Trust worth $2.99M as of Q3 2026.
  • Upper Left Wealth Management bought 739 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $561K.
  • State Street SPDR S&P 500 ETF Trust made up 1.55% of Upper Left Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Upper Left Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 20 quarters since.
  • Upper Left Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $4.27M in Q4 2021.
  • 1,050 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.