M3 Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
M3 Advisory Group's SPY Position: Q1 2026 in Review
M3 Advisory Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.33% in Q1 2026, buying an estimated $14.3K and bringing the position to 6,346 shares worth $4.13M. The position accounts for 2.54% of the portfolio, ranked #11.
M3 Advisory Group first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.31M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- M3 Advisory Group held 6,346 shares of State Street SPDR S&P 500 ETF Trust worth $4.13M as of Q1 2026.
- M3 Advisory Group bought 21 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $14.3K.
- State Street SPDR S&P 500 ETF Trust made up 2.54% of M3 Advisory Group's portfolio in Q1 2026, its #11 holding.
- M3 Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
- M3 Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $4.31M in Q4 2025.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.