West Wealth Group
SPY icon

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

West Wealth Group’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 		$978K Buy
1,282
+83
+7% +$63.1K 0.15% 46
2026
Q2 		$896K Buy
1,199
+3
+0.3% +$2.18K 0.15% 51
2026
Q1 		$778K Buy
1,196
+40
+3% +$27.2K 0.15% 49
2025
Q4 		$788K Buy
1,156
+155
+15% +$105K 0.16% 46
2025
Q3 		$666K Buy
1,001
+253
+34% +$162K 0.15% 50
2025
Q2 		$474K Sell
748
-391
-34% -$224K 0.12% 60
2025
Q1 		$639K Buy
1,139
+630
+124% +$370K 0.19% 40
2024
Q4 		$299K Buy
509
+13
+3% +$7.66K 0.09% 70
2024
Q3 		$285K Buy
496
+2
+0.4% +$1.11K 0.09% 67
2024
Q2 		$269K Buy
494
+1
+0.2% +$523 0.1% 66
2024
Q1 		$258K Buy
493
+3
+0.6% +$1.49K 0.1% 70
2023
Q4 		$233K Buy
490
+4
+0.8% +$1.78K 0.09% 74
2023
Q3 		$208K Buy
486
+2
+0.4% +$890 0.09% 69
2023
Q2 		$215K Buy
+484
New +$203K 0.09% 66
2022
Q2 		– Sell
-478
Closed -$215K – 72
2022
Q1 		$215K Buy
478
+11
+2% +$4.9K 0.09% 59
2021
Q4 		$222K Buy
+467
New +$214K 0.08% 57

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

West Wealth Group's SPY Position: Q3 2026 in Review

West Wealth Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.9% in Q3 2026, buying an estimated $63.1K and bringing the position to 1,282 shares worth $978K. The position accounts for 0.15% of the portfolio, ranked #46.

West Wealth Group first reported a position in SPY in Q4 2021 and has held it in 16 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • West Wealth Group held 1,282 shares of State Street SPDR S&P 500 ETF Trust worth $978K as of Q3 2026.
  • West Wealth Group bought 83 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $63.1K.
  • State Street SPDR S&P 500 ETF Trust made up 0.15% of West Wealth Group's portfolio in Q3 2026, its #46 holding.
  • West Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 16 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 West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.