Wealth Quarterback
SPY icon

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

Wealth Quarterback’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 		$1.12M Buy
1,468
+11
+0.8% +$8.36K 0.34% 54
2026
Q2 		$1.09M Buy
1,457
+28
+2% +$20.3K 0.34% 55
2026
Q1 		$930K Sell
1,429
-34
-2% -$23.1K 0.37% 58
2025
Q4 		$998K Buy
1,463
+28
+2% +$18.9K 0.36% 49
2025
Q3 		$956K Buy
1,435
+18
+1% +$11.5K 0.37% 58
2025
Q2 		$876K Buy
1,417
+31
+2% +$17.7K 0.42% 58
2025
Q1 		$775K Sell
1,386
-488
-26% -$287K 0.44% 55
2024
Q4 		$1.1M Buy
1,874
+141
+8% +$83.1K 0.52% 38
2024
Q3 		$995K Sell
1,733
-95
-5% -$52.5K 0.52% 43
2024
Q2 		$995K Sell
1,828
-33
-2% -$17.3K 0.56% 35
2024
Q1 		$973K Buy
1,861
+18
+1% +$8.96K 0.54% 38
2023
Q4 		$876K Buy
1,843
+72
+4% +$32.1K 0.53% 41
2023
Q3 		$757K Sell
1,771
-101
-5% -$44.9K 0.65% 34
2023
Q2 		$830K Buy
1,872
+559
+43% +$235K 0.57% 34
2023
Q1 		$537K Sell
1,313
-49
-4% -$19.6K 0.46% 53
2022
Q4 		$521K Buy
1,362
+6
+0.4% +$2.31K 0.43% 52
2022
Q3 		$484K Sell
1,356
-27
-2% -$10.7K 0.51% 48
2022
Q2 		$522K Buy
+1,383
New +$567K 0.41% 52
2021
Q3 		$595K Buy
12,113
+10,517
+659% +$4.64M 0.4% 55
2021
Q2 		$685K Buy
+1,596
New +$666K 0.42% 56
2020
Q4 		$662K Sell
1,770
-1,225
-41% -$435K 0.55% 45
2020
Q3 		$924K Hold
2,995
– – 0.85% 35
2020
Q2 		$924K Buy
2,995
+69
+2% +$20.2K 0.85% 35
2020
Q1 		$737K Buy
2,926
+738
+34% +$225K 0.68% 37
2019
Q4 		$704K Buy
+2,188
New +$674K 0.61% 38

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 Quarterback's SPY Position: Q3 2026 in Review

Wealth Quarterback increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.75% in Q3 2026, buying an estimated $8.36K and bringing the position to 1,468 shares worth $1.12M. The position accounts for 0.34% of the portfolio, ranked #54.

Wealth Quarterback first reported a position in SPY in Q4 2019 and has held it in 25 quarters since. 1,703 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Wealth Quarterback held 1,468 shares of State Street SPDR S&P 500 ETF Trust worth $1.12M as of Q3 2026.
  • Wealth Quarterback bought 11 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $8.36K.
  • State Street SPDR S&P 500 ETF Trust made up 0.34% of Wealth Quarterback's portfolio in Q3 2026, its #54 holding.
  • Wealth Quarterback first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 25 quarters since.
  • 1,703 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.