Whitaker-Myers Wealth Managers’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Whitaker-Myers Wealth Managers’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	$350K	Sell	459 -11	-2%	-$8.36K	0.06%	95
2026 Q2	$351K	Hold	470	–	–	0.06%	98
2026 Q1	$306K	Sell	470 -14	-3%	-$9.52K	0.06%	102
2025 Q4	$330K	Buy	484 +8	+2%	+$5.41K	0.07%	100
2025 Q3	$317K	Sell	476 -3,882	-89%	-$2.49M	0.07%	100
2025 Q2	$2.69M	Buy	4,358 +1,318	+43%	+$753K	0.68%	20
2025 Q1	$1.7M	Sell	3,040 -7,587	-71%	-$4.46M	0.48%	23
2024 Q4	$6.23M	Buy	10,627 +9,789	+1,168%	+$5.77M	1.82%	17
2024 Q3	$481K	Sell	838 -1,825	-69%	-$1.01M	0.16%	59
2024 Q2	$1.45M	Sell	2,663 -221	-8%	-$116K	0.54%	27
2024 Q1	$1.51M	Buy	2,884 +569	+25%	+$283K	0.64%	27
2023 Q4	$1.1M	Buy	2,315 +1,343	+138%	+$598K	0.55%	32
2023 Q3	$415K	Buy	972 +92	+10%	+$40.9K	0.26%	53
2023 Q2	$390K	Buy	880 +2	+0.2%	+$839	0.26%	53
2023 Q1	$360K	Sell	878 -13	-1%	-$5.19K	0.28%	51
2022 Q4	$341K	Buy	+891	New	+$342K	0.33%	48

Other funds holding SPY

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Whitaker-Myers Wealth Managers's SPY Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q3 2026, selling an estimated $8.36K and leaving 459 shares worth $350K. The position accounts for 0.06% of the portfolio, ranked #95.

Whitaker-Myers Wealth Managers first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.23M in Q4 2024. 564 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Whitaker-Myers Wealth Managers held 459 shares of State Street SPDR S&P 500 ETF Trust worth $350K as of Q3 2026.
Whitaker-Myers Wealth Managers sold 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 0.06% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #95 holding.
Whitaker-Myers Wealth Managers first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
Whitaker-Myers Wealth Managers's State Street SPDR S&P 500 ETF Trust position peaked at $6.23M in Q4 2024.
564 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.