Whitcomb & Hess’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Whitcomb & Hess’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	$770K	Hold	1,009	–	–	0.16%	33
2026 Q2	$753K	Sell	1,009 -2	-0.2%	-$1.45K	0.16%	33
2026 Q1	$657K	Buy	1,011 +1	+0.1%	+$680	0.15%	35
2025 Q4	$701K	Sell	1,010 -129	-11%	-$87.2K	0.17%	35
2025 Q3	$759K	Buy	1,139 +266	+30%	+$171K	0.2%	32
2025 Q2	$539K	Hold	873	–	–	0.15%	35
2025 Q1	$488K	Buy	873 +1	+0.1%	+$588	0.15%	35
2024 Q4	$511K	Buy	872 +130	+18%	+$76.6K	0.16%	35
2024 Q3	$426K	Buy	742 +1	+0.1%	+$553	0.13%	37
2024 Q2	$403K	Buy	741 +33	+5%	+$17.3K	0.13%	38
2024 Q1	$370K	Buy	708 +2	+0.3%	+$996	0.12%	39
2023 Q4	$335K	Buy	+706	New	+$314K	0.12%	38

Other funds holding SPY

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Whitcomb & Hess's SPY Position: Q3 2026 in Review

Whitcomb & Hess held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 1,009 shares worth $770K. The position accounts for 0.16% of the portfolio, ranked #33.

Whitcomb & Hess first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 2,745 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Whitcomb & Hess held 1,009 shares of State Street SPDR S&P 500 ETF Trust worth $770K as of Q3 2026.
Whitcomb & Hess left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Whitcomb & Hess's portfolio in Q3 2026, its #33 holding.
Whitcomb & Hess first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
2,745 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.