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

Yardley 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	$2.91M	Hold	3,812	–	–	1.27%	16
2026 Q2	$2.85M	Buy	3,812 +1	+0%	+$725	1.29%	16
2026 Q1	$2.48M	Sell	3,811 -397	-9%	-$270K	1.27%	16
2025 Q4	$2.87M	Hold	4,208	–	–	1.53%	14
2025 Q3	$2.8M	Buy	4,208 +192	+5%	+$123K	1.57%	14
2025 Q2	$2.48M	Sell	4,016 -70	-2%	-$40K	1.36%	15
2025 Q1	$2.29M	Sell	4,086 -4,415	-52%	-$2.6M	1.35%	15
2024 Q4	$4.94M	Buy	8,501 +3,960	+87%	+$2.33M	2.4%	14
2024 Q3	$2.61M	Buy	+4,541	New	+$2.51M	1.55%	15

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

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

Yardley Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 3,812 shares worth $2.91M. The position accounts for 1.27% of the portfolio, ranked #16.

Yardley Wealth Management first reported a position in SPY in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.94M in Q4 2024. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Yardley Wealth Management held 3,812 shares of State Street SPDR S&P 500 ETF Trust worth $2.91M as of Q3 2026.
Yardley Wealth Management 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 1.27% of Yardley Wealth Management's portfolio in Q3 2026, its #16 holding.
Yardley Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 9 quarters since.
Yardley Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $4.94M in Q4 2024.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.