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MainStreet Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

MainStreet Investment Advisors’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
2024
Q4 		– Sell
-398
Closed -$228K – 163
2024
Q3 		$228K Sell
398
-275
-41% -$152K 0.03% 150
2024
Q2 		$366K Sell
673
-25
-4% -$13.1K 0.04% 135
2024
Q1 		$365K Hold
698
– – 0.04% 137
2023
Q4 		$332K Sell
698
-50
-7% -$22.3K 0.04% 142
2023
Q3 		$320K Buy
748
+70
+10% +$31.1K 0.04% 155
2023
Q2 		$301K Sell
678
-1,135
-63% -$476K 0.03% 167
2023
Q1 		$742K Buy
1,813
+386
+27% +$154K 0.08% 109
2022
Q4 		$546K Sell
1,427
-501
-26% -$193K 0.06% 121
2022
Q3 		$689K Hold
1,928
– – 0.08% 109
2022
Q2 		$727K Buy
1,928
+395
+26% +$162K 0.08% 107
2022
Q1 		$692K Buy
1,533
+570
+59% +$254K 0.06% 122
2021
Q4 		$457K Hold
963
– – 0.04% 148
2021
Q3 		$413K Hold
963
– – 0.04% 144
2021
Q2 		$412K Hold
963
– – 0.04% 152
2021
Q1 		$382K Hold
963
– – 0.03% 154
2020
Q4 		$360K Hold
963
– – 0.03% 155
2020
Q3 		$322K Hold
963
– – 0.03% 160
2020
Q2 		$297K Buy
+963
New +$282K 0.02% 212
2020
Q1 		– Sell
-816
Closed -$262K – 275
2019
Q4 		$262K Buy
+816
New +$251K 0.03% 168
2019
Q1 		– Sell
-866
Closed -$216K – 154
2018
Q4 		$216K Sell
866
-84
-9% -$22.7K 0.03% 150
2018
Q3 		$276K Buy
950
+69
+8% +$19.6K 0.04% 143
2018
Q2 		$239K Sell
881
-187
-18% -$50.5K 0.03% 147
2018
Q1 		$281K Buy
+1,068
New +$291K 0.04% 136

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MainStreet Investment Advisors's SPY Position: Q4 2024 in Review

MainStreet Investment Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2024, closing a stake of 398 shares — an estimated $228K sold.

MainStreet Investment Advisors first reported a position in SPY in Q1 2018 and held it in 23 quarters. The position peaked at $742K in Q1 2023. 4,229 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

  • MainStreet Investment Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2024 after selling out during the quarter.
  • MainStreet Investment Advisors sold 398 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $228K.
  • MainStreet Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and held it in 23 quarters.
  • MainStreet Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $742K in Q1 2023.
  • 4,229 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on MainStreet Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.