William B. Walkup & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

William B. Walkup & Associates’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	$704K	Hold	923	–	–	0.32%	59
2026 Q2	$689K	Buy	923 +643	+230%	+$466K	0.33%	59
2026 Q1	$157K	Sell	280 -485	-63%	-$330K	0.09%	84
2025 Q4	$522K	Hold	765	–	–	0.29%	64
2025 Q3	$510K	Hold	765	–	–	0.27%	62
2025 Q2	$473K	Buy	765 +485	+173%	+$277K	0.28%	61
2025 Q1	$157K	Hold	280	–	–	0.1%	83
2024 Q4	$164K	Hold	280	–	–	0.1%	85
2024 Q3	$161K	Hold	280	–	–	0.1%	85
2024 Q2	$152K	Buy	+280	New	+$147K	0.1%	84

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William B. Walkup & Associates's SPY Position: Q3 2026 in Review

William B. Walkup & Associates held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 923 shares worth $704K. The position accounts for 0.32% of the portfolio, ranked #59.

William B. Walkup & Associates first reported a position in SPY in Q2 2024 and has held it in 10 quarters since. 2,926 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

William B. Walkup & Associates held 923 shares of State Street SPDR S&P 500 ETF Trust worth $704K as of Q3 2026.
William B. Walkup & Associates 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 0.32% of William B. Walkup & Associates's portfolio in Q3 2026, its #59 holding.
William B. Walkup & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 10 quarters since.
2,926 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.