Wealth Management Partners
SPY icon

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

Wealth Management 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 		$4.2M Buy
5,509
+347
+7% +$264K 0.99% 25
2026
Q2 		$3.85M Buy
5,162
+9
+0.2% +$6.52K 0.91% 30
2026
Q1 		$3.35M Sell
5,153
-142
-3% -$96.5K 0.96% 24
2025
Q4 		$3.61M Buy
5,295
+275
+5% +$186K 1.03% 23
2025
Q3 		$3.34M Buy
5,020
+1
+0% +$641 1.06% 21
2025
Q2 		$3.12M Buy
5,019
+21
+0.4% +$12K 1.1% 17
2025
Q1 		$2.8M Sell
4,998
-64
-1% -$37.6K 1.3% 21
2024
Q4 		$2.97M Buy
5,062
+39
+0.8% +$23K 1.28% 19
2024
Q3 		$2.88M Sell
5,023
-466
-8% -$258K 1.34% 20
2024
Q2 		$2.99M Buy
5,489
+2
+0% +$1.05K 1.45% 15
2024
Q1 		$2.87M Sell
5,487
-115
-2% -$57.3K 1.46% 17
2023
Q4 		$2.66M Buy
5,602
+39
+0.7% +$17.4K 1.49% 18
2023
Q3 		$2.38M Sell
5,563
-111
-2% -$49.4K 1.48% 18
2023
Q2 		$2.52M Buy
5,674
+111
+2% +$46.6K 1.58% 17
2023
Q1 		$2.28M Sell
5,563
-437
-7% -$174K 1.59% 16
2022
Q4 		$2.23M Hold
6,000
– – 1.86% 14
2022
Q3 		$2.07M Sell
6,000
-1,000
-14% -$397K 1.82% 16
2022
Q2 		$2.4M Buy
7,000
+1,000
+17% +$410K 2.1% 13
2022
Q1 		$2.68M Hold
6,000
– – 1.91% 14
2021
Q4 		$2.88M Buy
6,000
+59
+1% +$27.1K 1.97% 14
2021
Q3 		$2.55M Sell
5,941
-147
-2% -$64.8K 1.89% 13
2021
Q2 		$2.61M Sell
6,088
-144
-2% -$60.1K 1.81% 13
2021
Q1 		$2.53M Sell
6,232
-787
-11% -$304K 1.89% 12
2020
Q4 		$2.69M Buy
+7,019
New +$2.49M 2.11% 11

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 19.14% 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 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Wealth Management Partners's SPY Position: Q3 2026 in Review

Wealth Management Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.7% in Q3 2026, buying an estimated $264K and bringing the position to 5,509 shares worth $4.2M. The position accounts for 0.99% of the portfolio, ranked #25.

Wealth Management Partners first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Wealth Management Partners held 5,509 shares of State Street SPDR S&P 500 ETF Trust worth $4.2M as of Q3 2026.
  • Wealth Management Partners bought 347 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $264K.
  • State Street SPDR S&P 500 ETF Trust made up 0.99% of Wealth Management Partners's portfolio in Q3 2026, its #25 holding.
  • Wealth Management Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 24 quarters since.
  • 1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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