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

Wavvest 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
2026 Q3	$4.12M	Buy	+5,402	New	+$4.1M	3.32%	8

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Wavvest Wealth's SPY Position: Q3 2026 in Review

Wavvest Wealth opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 5,402 shares worth $4.12M. The stake represents 3.32% of the portfolio and ranks #8 among its holdings.

3,166 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Wavvest Wealth held 5,402 shares of State Street SPDR S&P 500 ETF Trust worth $4.12M as of Q3 2026.
State Street SPDR S&P 500 ETF Trust was a new Wavvest Wealth position in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 3.32% of Wavvest Wealth's portfolio in Q3 2026, its #8 holding.
3,166 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Wavvest Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.