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

Yanni & Associates Investment 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
2026
Q3 		$18.5M Sell
24,317
-391
-2% -$297K 17.01% 1
2026
Q2 		$18.5M Sell
24,708
-388
-2% -$281K 17.03% 1
2026
Q1 		$16.3M Buy
25,096
+433
+2% +$294K 16.92% 1
2025
Q4 		$16.8M Buy
+24,663
New +$16.7M 16.82% 1

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

Yanni & Associates Investment Advisors's SPY Position: Q3 2026 in Review

Yanni & Associates Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q3 2026, selling an estimated $297K and leaving 24,317 shares worth $18.5M. The position accounts for 17.01% of the portfolio, ranked #1.

Yanni & Associates Investment Advisors first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. 894 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Yanni & Associates Investment Advisors held 24,317 shares of State Street SPDR S&P 500 ETF Trust worth $18.5M as of Q3 2026.
  • Yanni & Associates Investment Advisors sold 391 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $297K.
  • State Street SPDR S&P 500 ETF Trust made up 17.01% of Yanni & Associates Investment Advisors's portfolio in Q3 2026, its #1 holding.
  • Yanni & Associates Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
  • 894 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.