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

WealthBridge Capital Management’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	$24.6M	Sell	32,311 -222	-0.7%	-$169K	4.79%	2
2026 Q2	$24.3M	Buy	32,533 +230	+0.7%	+$167K	4.83%	3
2026 Q1	$21M	Sell	32,303 -221	-0.7%	-$150K	4.84%	3
2025 Q4	$22.2M	Buy	32,524 +692	+2%	+$468K	5.05%	2
2025 Q3	$21.2M	Sell	31,832 -375	-1%	-$240K	4.98%	2
2025 Q2	$19.9M	Buy	32,207 +591	+2%	+$338K	5.05%	3
2025 Q1	$17.7M	Buy	31,616 +1,985	+7%	+$1.17M	5%	4
2024 Q4	$17.4M	Sell	29,631 -102	-0.3%	-$60.1K	4.82%	3
2024 Q3	$17.1M	Buy	29,733 +169	+0.6%	+$93.4K	4.87%	3
2024 Q2	$16.1M	Sell	29,564 -968	-3%	-$507K	5.29%	2
2024 Q1	$16M	Buy	30,532 +89	+0.3%	+$44.3K	5.38%	3
2023 Q4	$14.5M	Buy	30,443 +797	+3%	+$355K	5.42%	3
2023 Q3	$12.7M	Sell	29,646 -584	-2%	-$260K	5.23%	3
2023 Q2	$13.4M	Sell	30,230 -331	-1%	-$139K	5.36%	3
2023 Q1	$12.5M	Sell	30,561 -59	-0.2%	-$23.5K	4.98%	3
2022 Q4	$11.7M	Buy	30,620 +242	+0.8%	+$93K	4.89%	3
2022 Q3	$11.5M	Hold	30,378	–	–	4.89%	2
2022 Q2	$11.5M	Buy	30,378 +258	+0.9%	+$106K	4.89%	2
2022 Q1	$13.6M	Sell	30,120 -803	-3%	-$358K	5.09%	2
2021 Q4	$14.7M	Sell	30,923 -3,501	-10%	-$1.61M	5.48%	2
2021 Q3	$14.8M	Sell	34,424 -1,623	-5%	-$716K	5.52%	2
2021 Q2	$15.4M	Buy	36,047 +372	+1%	+$155K	5.61%	2
2021 Q1	$14.1M	Sell	35,675 -499	-1%	-$192K	5.76%	2
2020 Q4	$13.5M	Sell	36,174 -176	-0.5%	-$62.4K	5.92%	2
2020 Q3	$12.2M	Sell	36,350 -297	-0.8%	-$98.4K	6.24%	2
2020 Q2	$11.3M	Sell	36,647 -2,429	-6%	-$711K	6.4%	2
2020 Q1	$10.1M	Buy	39,076 +5,558	+17%	+$1.7M	6.99%	1
2019 Q4	$10.8M	Sell	33,518 -759	-2%	-$234K	6.98%	2
2019 Q3	$10.2M	Buy	34,277 +5,364	+19%	+$1.58M	7.32%	2
2019 Q2	$7.23M	Sell	28,913 -4,605	-14%	-$1.33M	6.6%	2
2019 Q1	$9.6M	Buy	33,518 +4,605	+16%	+$1.25M	6.11%	2
2018 Q4	$7.23M	Buy	+28,913	New	+$7.8M	5.49%	2

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

WealthBridge Capital Management's SPY Position: Q3 2026 in Review

WealthBridge Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.68% in Q3 2026, selling an estimated $169K and leaving 32,311 shares worth $24.6M. The position accounts for 4.79% of the portfolio, ranked #2.

WealthBridge Capital Management first reported a position in SPY in Q4 2018 and has held it in 32 quarters since. 3,166 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

WealthBridge Capital Management held 32,311 shares of State Street SPDR S&P 500 ETF Trust worth $24.6M as of Q3 2026.
WealthBridge Capital Management sold 222 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $169K.
State Street SPDR S&P 500 ETF Trust made up 4.79% of WealthBridge Capital Management's portfolio in Q3 2026, its #2 holding.
WealthBridge Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 32 quarters since.
3,166 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.