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

Wiser 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
2026
Q3 		$1.87M Sell
2,457
-235
-9% -$179K 0.34% 25
2026
Q2 		$2.01M Buy
2,692
+363
+16% +$263K 0.38% 21
2026
Q1 		$1.51M Buy
2,329
+293
+14% +$199K 0.33% 24
2025
Q4 		$1.39M Sell
2,036
-9
-0.4% -$6.08K 0.31% 24
2025
Q3 		$1.36M Sell
2,045
-5
-0.2% -$3.2K 0.31% 24
2025
Q2 		$1.27M Buy
2,050
+83
+4% +$47.4K 0.32% 24
2025
Q1 		$1.1M Buy
1,967
+519
+36% +$305K 0.31% 25
2024
Q4 		$849K Sell
1,448
-11
-0.8% -$6.48K 0.24% 25
2024
Q3 		$837K Buy
1,459
+129
+10% +$71.3K 0.24% 25
2024
Q2 		$724K Sell
1,330
-20
-1% -$10.5K 0.22% 23
2024
Q1 		$706K Hold
1,350
– – 0.23% 20
2023
Q4 		$631K Buy
1,350
+3
+0.2% +$1.34K 0.23% 23
2023
Q3 		$576K Sell
1,347
-258
-16% -$115K 0.23% 27
2023
Q2 		$712K Sell
1,605
-156
-9% -$65.5K 0.29% 26
2023
Q1 		$721K Buy
1,761
+177
+11% +$70.6K 0.31% 24
2022
Q4 		$606K Buy
1,584
+140
+10% +$53.8K 0.28% 29
2022
Q3 		$516K Buy
1,444
+8
+0.6% +$3.18K 0.27% 25
2022
Q2 		$542K Buy
1,436
+32
+2% +$13.1K 0.28% 28
2022
Q1 		$634K Buy
1,404
+115
+9% +$51.2K 0.29% 23
2021
Q4 		$612K Buy
1,289
+3
+0.2% +$1.38K 0.3% 22
2021
Q3 		$552K Hold
1,286
– – 0.29% 22
2021
Q2 		$550K Hold
1,286
– – 0.33% 21
2021
Q1 		$510K Hold
1,286
– – 0.35% 22
2020
Q4 		$481K Buy
+1,286
New +$456K 0.36% 21

Other funds holding SPY

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wiser Wealth Management's SPY Position: Q3 2026 in Review

Wiser Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.7% in Q3 2026, selling an estimated $179K and leaving 2,457 shares worth $1.87M. The position accounts for 0.34% of the portfolio, ranked #25.

Wiser Wealth Management first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.01M in Q2 2026. 1,069 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Wiser Wealth Management held 2,457 shares of State Street SPDR S&P 500 ETF Trust worth $1.87M as of Q3 2026.
  • Wiser Wealth Management sold 235 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $179K.
  • State Street SPDR S&P 500 ETF Trust made up 0.34% of Wiser Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Wiser Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 24 quarters since.
  • Wiser Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.01M in Q2 2026.
  • 1,069 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.