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
2026 Q3	$28.4M	Buy	1,400,000 +940,000	+204%	+$714M	0.03%	367
2026 Q2	$15.6K	Buy	+460,000	New	+$334M	﹤0.01%	1547
2026 Q1	–	Sell	-304,900	Closed	-$3.04K	–	1735
2025 Q4	$3.04K	Buy	+304,900	New	+$206M	﹤0.01%	1664
2016 Q2	–	Sell	-60,500	Closed	-$12.4M	–	950
2016 Q1	$12.4M	Buy	+60,500	New	+$11.8M	0.11%	181
2014 Q3	–	Sell	-3,892,500	Closed	-$4.3M	–	748
2014 Q2	$4.3M	Buy	+3,892,500	New	+$740M	0.02%	340

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Mackenzie Financial's SPY Position: Q3 2026 in Review

Mackenzie Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q3 2026, selling an estimated $53.9M and leaving 3,401,689 shares worth $2.59B. The position accounts for 2.83% of the portfolio, ranked #5.

Mackenzie Financial first reported a position in SPY in Q3 2014 and has held it in 49 quarters since. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Mackenzie Financial held 3,401,689 shares of State Street SPDR S&P 500 ETF Trust worth $2.59B as of Q3 2026.
Mackenzie Financial sold 70,928 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $53.9M.
State Street SPDR S&P 500 ETF Trust made up 2.83% of Mackenzie Financial's portfolio in Q3 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 49 quarters since.
4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.