Wealth Enhancement Trust Services
SPY icon

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

Wealth Enhancement Trust Services’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 		$17.3M Sell
22,695
-4,785
-17% -$3.64M 1.85% 9
2026
Q2 		$20.5M Buy
27,480
+2,195
+9% +$1.59M 2.28% 8
2026
Q1 		$16.4M Sell
25,285
-65
-0.3% -$44.2K 1.99% 8
2025
Q4 		$17.3M Buy
+25,350
New +$17.1M 2.18% 8

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Wealth Enhancement Trust Services's SPY Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q3 2026, selling an estimated $3.64M and leaving 22,695 shares worth $17.3M. The position accounts for 1.85% of the portfolio, ranked #9.

Wealth Enhancement Trust Services first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. The position peaked at $20.5M in Q2 2026. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Wealth Enhancement Trust Services held 22,695 shares of State Street SPDR S&P 500 ETF Trust worth $17.3M as of Q3 2026.
  • Wealth Enhancement Trust Services sold 4,785 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $3.64M.
  • State Street SPDR S&P 500 ETF Trust made up 1.85% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #9 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's State Street SPDR S&P 500 ETF Trust position peaked at $20.5M in Q2 2026.
  • 4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.