World Equity Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

World Equity Group’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	$8.21M	Sell	10,763 -14,437	-57%	-$11M	3.39%	5
2026 Q2	$18.8M	Buy	25,200 +13,111	+108%	+$9.5M	4.21%	2
2026 Q1	$7.86M	Sell	12,089 -238	-2%	-$162K	2.04%	5
2025 Q4	$8.41M	Sell	12,327 -899	-7%	-$608K	2.35%	5
2025 Q3	$8.81M	Buy	13,226 +539	+4%	+$346K	2%	7
2025 Q2	$7.84M	Sell	12,687 -333	-3%	-$190K	2.14%	8
2025 Q1	$7.28M	Sell	13,020 -13,070	-50%	-$7.68M	2.08%	7
2024 Q4	$15.3M	Buy	26,090 +13,541	+108%	+$7.98M	3.28%	3
2024 Q3	$7.2M	Buy	12,549 +811	+7%	+$448K	2.6%	6
2024 Q2	$6.39M	Sell	11,738 -479	-4%	-$251K	1.91%	6
2024 Q1	$6.39M	Sell	12,217 -772	-6%	-$384K	1.31%	12
2023 Q4	$6.17M	Buy	12,989 +1,011	+8%	+$450K	1.24%	12
2023 Q3	$5.11M	Sell	11,978 -654	-5%	-$291K	1.06%	14
2023 Q2	$5.59M	Sell	12,632 -20,357	-62%	-$8.54M	1.65%	5
2023 Q1	$13.5M	Buy	32,989 +13,044	+65%	+$5.2M	2.02%	6
2022 Q4	$7.63M	Sell	19,945 -1,317	-6%	-$506K	1.81%	5
2022 Q3	$7.59M	Sell	21,262 -3,643	-15%	-$1.45M	1.92%	6
2022 Q2	$9.4M	Buy	24,905 +2,358	+10%	+$966K	2.36%	4
2022 Q1	$10.2M	Buy	+22,547	New	+$10M	2.2%	4

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 19.15% 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 26.78% 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

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

World Equity Group's SPY Position: Q3 2026 in Review

World Equity Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 57% in Q3 2026, selling an estimated $11M and leaving 10,763 shares worth $8.21M. The position accounts for 3.39% of the portfolio, ranked #5.

World Equity Group first reported a position in SPY in Q1 2022 and has held it in 19 quarters since. The position peaked at $18.8M in Q2 2026. 1,273 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

World Equity Group held 10,763 shares of State Street SPDR S&P 500 ETF Trust worth $8.21M as of Q3 2026.
World Equity Group sold 14,437 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $11M.
State Street SPDR S&P 500 ETF Trust made up 3.39% of World Equity Group's portfolio in Q3 2026, its #5 holding.
World Equity Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 19 quarters since.
World Equity Group's State Street SPDR S&P 500 ETF Trust position peaked at $18.8M in Q2 2026.
1,273 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.