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: Q2 2026 in Review
M3 Advisory Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q2 2026, buying an estimated $52.9K and bringing the position to 6,419 shares worth $4.79M. The position accounts for 2.49% of the portfolio, ranked #10.
M3 Advisory Group first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- M3 Advisory Group held 6,419 shares of State Street SPDR S&P 500 ETF Trust worth $4.79M as of Q2 2026.
- M3 Advisory Group bought 73 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $52.9K.
- State Street SPDR S&P 500 ETF Trust made up 2.49% of M3 Advisory Group's portfolio in Q2 2026, its #10 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 11 quarters since.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.