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

Winnow Wealth’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	$209K	Hold	274	–	–	0.14%	138
2026 Q2	$204K	Buy	+274	New	+$199K	0.14%	136
2026 Q1	–	Sell	-262	Closed	-$179K	–	487
2025 Q4	$179K	Sell	262 -463	-64%	-$313K	0.13%	105
2025 Q3	$484K	Buy	725 +575	+383%	+$369K	0.38%	71
2025 Q2	$92.7K	Sell	150 -573	-79%	-$328K	0.07%	68
2025 Q1	$404K	Buy	723 +259	+56%	+$152K	0.37%	71
2024 Q4	$272K	Buy	+464	New	+$273K	0.27%	85

Other funds holding SPY

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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Winnow Wealth's SPY Position: Q3 2026 in Review

Winnow Wealth held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 274 shares worth $209K. The position accounts for 0.14% of the portfolio, ranked #138.

Winnow Wealth first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $484K in Q3 2025. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Winnow Wealth held 274 shares of State Street SPDR S&P 500 ETF Trust worth $209K as of Q3 2026.
Winnow Wealth 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 0.14% of Winnow Wealth's portfolio in Q3 2026, its #138 holding.
Winnow Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Winnow Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $484K in Q3 2025.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.