WP Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

WP Advisors’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
2018 Q4	–	Sell	-6	Closed	-$4K	–	207
2018 Q3	$4K	Buy	+6	New	+$1.71K	﹤0.01%	244

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

WP Advisors's SPY Position: Q3 2026 in Review

WP Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.19% in Q3 2026, buying an estimated $1.52K and bringing the position to 1,069 shares worth $815K. The position accounts for 0.19% of the portfolio, ranked #62.

WP Advisors first reported a position in SPY in Q2 2018 and has held it in 27 quarters since. The position peaked at $2.19M in Q4 2020. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

WP Advisors held 1,069 shares of State Street SPDR S&P 500 ETF Trust worth $815K as of Q3 2026.
WP Advisors bought 2 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.52K.
State Street SPDR S&P 500 ETF Trust made up 0.19% of WP Advisors's portfolio in Q3 2026, its #62 holding.
WP Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2018 and has held it in 27 quarters since.
WP Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.19M in Q4 2020.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on WP Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.