Willow Creek Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Willow Creek Wealth Management’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
2025 Q3	$915K	Hold	1,373	–	–	0.08%	83
2025 Q2	$849K	Buy	1,373 +125	+10%	+$71.5K	0.08%	76
2025 Q1	$699K	Hold	1,248	–	–	0.07%	78
2024 Q4	$732K	Sell	1,248 -16	-1%	-$9.43K	0.07%	74
2024 Q3	$726K	Buy	1,264 +6	+0.5%	+$3.32K	0.08%	75
2024 Q2	$685K	Sell	1,258 -20	-2%	-$10.5K	0.08%	73
2024 Q1	$669K	Buy	1,278 +129	+11%	+$64.2K	0.08%	75
2023 Q4	$547K	Sell	1,149 -6	-0.5%	-$2.67K	0.07%	79
2023 Q3	$494K	Sell	1,155 -11	-0.9%	-$4.89K	0.07%	79
2023 Q2	$517K	Sell	1,166 -1	-0.1%	-$420	0.07%	83
2023 Q1	$478K	Sell	1,167 -1	-0.1%	-$399	0.07%	77
2022 Q4	$447K	Sell	1,168 -10	-0.8%	-$3.84K	0.07%	76
2022 Q3	$421K	Hold	1,178	–	–	0.08%	73
2022 Q2	$444K	Sell	1,178 -15	-1%	-$6.14K	0.08%	71
2022 Q1	$539K	Sell	1,193 -3	-0.3%	-$1.34K	0.11%	61
2021 Q4	$568K	Buy	1,196 +175	+17%	+$80.3K	0.12%	59
2021 Q3	$438K	Sell	1,021 -45	-4%	-$19.9K	0.1%	59
2021 Q2	$456K	Hold	1,066	–	–	0.11%	57
2021 Q1	$422K	Hold	1,066	–	–	0.16%	46
2020 Q4	$398K	Buy	1,066 +292	+38%	+$104K	0.15%	48
2020 Q3	$259K	Sell	774 -30	-4%	-$9.94K	0.11%	66
2020 Q2	$248K	Sell	804 -65	-7%	-$19K	0.11%	61
2020 Q1	$224K	Sell	869 -207	-19%	-$63.1K	0.11%	57
2019 Q4	$346K	Hold	1,076	–	–	0.16%	48
2019 Q3	$319K	Buy	1,076 +149	+16%	+$44K	0.15%	51
2019 Q2	$272K	Hold	927	–	–	0.13%	61
2019 Q1	$262K	Hold	927	–	–	0.13%	56
2018 Q4	$232K	Hold	927	–	–	0.12%	57
2018 Q3	$269K	Hold	927	–	–	0.15%	54
2018 Q2	$251K	Sell	927 -46	-5%	-$12.4K	0.14%	54
2018 Q1	$256K	Buy	+973	New	+$266K	0.14%	57

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Willow Creek Wealth Management's SPY Position: Q3 2025 in Review

Willow Creek Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2025 at 1,373 shares worth $915K. The position accounts for 0.08% of the portfolio, ranked #83.

Willow Creek Wealth Management first reported a position in SPY in Q1 2018 and has held it in 31 quarters since. 4,254 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Willow Creek Wealth Management held 1,373 shares of State Street SPDR S&P 500 ETF Trust worth $915K as of Q3 2025.
Willow Creek Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2025.
State Street SPDR S&P 500 ETF Trust made up 0.08% of Willow Creek Wealth Management's portfolio in Q3 2025, its #83 holding.
Willow Creek Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and has held it in 31 quarters since.
4,254 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.