MFG
SPY icon

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

Mainsail Financial Group’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
Q2 		$26.1M Buy
35,003
+3,344
+11% +$2.42M 8.88% 1
2026
Q1 		$20.6M Buy
31,659
+2,026
+7% +$1.38M 8.58% 1
2025
Q4 		$20.2M Buy
29,633
+217
+0.7% +$147K 8.41% 1
2025
Q3 		$19.6M Buy
29,416
+423
+1% +$271K 8.43% 1
2025
Q2 		$18M Buy
28,993
+400
+1% +$229K 8.4% 1
2025
Q1 		$16M Buy
28,593
+1,594
+6% +$937K 9.06% 1
2024
Q4 		$15.8M Buy
26,999
+670
+3% +$395K 9.17% 1
2024
Q3 		$15.2M Sell
26,329
-1,574
-6% -$870K 9.02% 1
2024
Q2 		$15.2M Buy
27,903
+4,776
+21% +$2.5M 8.94% 1
2024
Q1 		$12.1M Buy
23,127
+797
+4% +$397K 8.34% 1
2023
Q4 		$10.5M Buy
22,330
+1,558
+8% +$694K 8.17% 1
2023
Q3 		$8.88M Buy
20,772
+1,182
+6% +$526K 8.05% 2
2023
Q2 		$8.68M Buy
19,590
+875
+5% +$367K 8.14% 2
2023
Q1 		$7.7M Sell
18,715
-561
-3% -$224K 7.48% 2
2022
Q4 		$7.57M Buy
+19,276
New +$7.41M 7.72% 2

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Mainsail Financial Group's SPY Position: Q2 2026 in Review

Mainsail Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q2 2026, buying an estimated $2.42M and bringing the position to 35,003 shares worth $26.1M. The position accounts for 8.88% of the portfolio, ranked #1.

Mainsail Financial Group first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 1,182 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Mainsail Financial Group held 35,003 shares of State Street SPDR S&P 500 ETF Trust worth $26.1M as of Q2 2026.
  • Mainsail Financial Group bought 3,344 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.42M.
  • State Street SPDR S&P 500 ETF Trust made up 8.88% of Mainsail Financial Group's portfolio in Q2 2026, its #1 holding.
  • Mainsail Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
  • 1,182 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.