Venture Visionary Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Venture Visionary Partners’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	$153K	Buy	+200	New	+$152K	﹤0.01%	676
2026 Q2	–	Sell	-100	Closed	-$65K	–	779
2026 Q1	$65K	Hold	100	–	–	﹤0.01%	621
2025 Q4	$68.2K	Buy	+100	New	+$67.6K	﹤0.01%	624
2025 Q3	–	Sell	-2,000	Closed	-$1.24M	–	675
2025 Q2	$1.24M	Buy	+2,000	New	+$1.14M	0.05%	262

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

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Venture Visionary Partners's SPY Position: Q3 2026 in Review

Venture Visionary Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.63% in Q3 2026, buying an estimated $552K and bringing the position to 115,101 shares worth $87.8M. The position accounts for 2.3% of the portfolio, ranked #5.

Venture Visionary Partners first reported a position in SPY in Q4 2019 and has held it in 28 quarters since. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Venture Visionary Partners held 115,101 shares of State Street SPDR S&P 500 ETF Trust worth $87.8M as of Q3 2026.
Venture Visionary Partners bought 726 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $552K.
State Street SPDR S&P 500 ETF Trust made up 2.3% of Venture Visionary Partners's portfolio in Q3 2026, its #5 holding.
Venture Visionary Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 28 quarters since.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.