Mackenzie Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mackenzie Financial’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
2015 Q1	–	Sell	-1,092,400	Closed	-$28.9M	–	802
2014 Q4	$28.9M	Sell	1,092,400 -2,577,900	-70%	-$518M	0.15%	139
2014 Q3	$16.6M	Sell	3,670,300 -732,300	-17%	-$145M	0.08%	199
2014 Q2	$16.2M	Buy	+4,402,600	New	+$837M	0.08%	215

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mackenzie Financial's SPY Position: Q2 2026 in Review

Mackenzie Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q2 2026, buying an estimated $28.9M and bringing the position to 3,472,617 shares worth $2.59B. The position accounts for 2.59% of the portfolio, ranked #4.

Mackenzie Financial first reported a position in SPY in Q3 2014 and has held it in 48 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Mackenzie Financial held 3,472,617 shares of State Street SPDR S&P 500 ETF Trust worth $2.59B as of Q2 2026.
Mackenzie Financial bought 39,907 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $28.9M.
State Street SPDR S&P 500 ETF Trust made up 2.59% of Mackenzie Financial's portfolio in Q2 2026, its #4 holding.
Mackenzie Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2014 and has held it in 48 quarters since.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.