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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mackenzie Financial's SPY Position: Q1 2026 in Review

Mackenzie Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.4% in Q1 2026, buying an estimated $200M and bringing the position to 3,432,710 shares worth $2.23B. The position accounts for 2.68% of the portfolio, ranked #5.

Mackenzie Financial first reported a position in SPY in Q3 2014 and has held it in 47 quarters since. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Mackenzie Financial held 3,432,710 shares of State Street SPDR S&P 500 ETF Trust worth $2.23B as of Q1 2026.
Mackenzie Financial bought 293,695 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $200M.
State Street SPDR S&P 500 ETF Trust made up 2.68% of Mackenzie Financial's portfolio in Q1 2026, its #5 holding.
Mackenzie Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2014 and has held it in 47 quarters since.
4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.