William Allan Corp’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

William Allan Corp’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	$327K	Buy	429 +1	+0.2%	+$760	0.16%	56
2026 Q2	$320K	Buy	428 +1	+0.2%	+$725	0.16%	55
2026 Q1	$278K	Buy	427 +1	+0.2%	+$680	0.16%	51
2025 Q4	$290K	Buy	+426	New	+$288K	0.16%	53
2022 Q1	–	Sell	-35	Closed	-$17K	–	82
2021 Q4	$17K	Buy	+35	New	+$16.1K	0.01%	64

Other funds holding SPY

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

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

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

William Allan Corp's SPY Position: Q3 2026 in Review

William Allan Corp increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.23% in Q3 2026, buying an estimated $760 and bringing the position to 429 shares worth $327K. The position accounts for 0.16% of the portfolio, ranked #56.

William Allan Corp first reported a position in SPY in Q4 2021 and has held it in 5 quarters since. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

William Allan Corp held 429 shares of State Street SPDR S&P 500 ETF Trust worth $327K as of Q3 2026.
William Allan Corp bought 1 State Street SPDR S&P 500 ETF Trust share in Q3 2026, an estimated $760.
State Street SPDR S&P 500 ETF Trust made up 0.16% of William Allan Corp's portfolio in Q3 2026, its #56 holding.
William Allan Corp first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 5 quarters since.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on William Allan Corp's 13F filing for Q3 2026, filed 14 Oct 2026.