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

Weitzel Financial 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 		$975K Buy
1,268
+7
+0.6% +$5.32K 0.33% 24
2026
Q2 		$937K Buy
1,261
+1
+0.1% +$725 0.32% 25
2026
Q1 		$825K Buy
1,260
+1
+0.1% +$680 0.31% 25
2025
Q4 		$860K Buy
1,259
+72
+6% +$48.7K 0.33% 25
2025
Q3 		$784K Hold
1,187
– – 0.32% 25
2025
Q2 		$757K Buy
1,187
+244
+26% +$139K 0.32% 24
2025
Q1 		$506K Buy
943
+45
+5% +$26.4K 0.24% 26
2024
Q4 		$530K Buy
898
+412
+85% +$243K 0.25% 26
2024
Q3 		$277K Hold
486
– – 0.13% 35
2024
Q2 		$265K Buy
486
+88
+22% +$46.1K 0.13% 33
2024
Q1 		$208K Buy
+398
New +$198K 0.1% 38
2022
Q2 		– Sell
-486
Closed -$219K – 35
2022
Q1 		$219K Buy
486
+8
+2% +$3.56K 0.14% 31
2021
Q4 		$227K Buy
+478
New +$219K 0.14% 28

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 19.15% 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 26.78% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Weitzel Financial Services's SPY Position: Q3 2026 in Review

Weitzel Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.56% in Q3 2026, buying an estimated $5.32K and bringing the position to 1,268 shares worth $975K. The position accounts for 0.33% of the portfolio, ranked #24.

Weitzel Financial Services first reported a position in SPY in Q4 2021 and has held it in 13 quarters since. 1,053 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Weitzel Financial Services held 1,268 shares of State Street SPDR S&P 500 ETF Trust worth $975K as of Q3 2026.
  • Weitzel Financial Services bought 7 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $5.32K.
  • State Street SPDR S&P 500 ETF Trust made up 0.33% of Weitzel Financial Services's portfolio in Q3 2026, its #24 holding.
  • Weitzel Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 13 quarters since.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.