Marco Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.2M | Buy |
26,516
+156
| +0.6% | +$106K | 1.3% | 25 |
|
|
2025
Q4 | $18M | Buy |
26,360
+776
| +3% | +$524K | 1.35% | 22 |
|
|
2025
Q3 | $17M | Buy |
25,584
+169
| +0.7% | +$108K | 1.31% | 24 |
|
|
2025
Q2 | $15.7M | Buy |
25,415
+417
| +2% | +$238K | 1.31% | 25 |
|
|
2025
Q1 | $14M | Buy |
24,998
+918
| +4% | +$540K | 1.3% | 26 |
|
|
2024
Q4 | $14.1M | Buy |
24,080
+2,444
| +11% | +$1.44M | 1.22% | 27 |
|
|
2024
Q3 | $12.4M | Buy |
21,636
+1,052
| +5% | +$582K | 1.07% | 31 |
|
|
2024
Q2 | $11.2M | Buy |
20,584
+135
| +0.7% | +$70.7K | 1.03% | 32 |
|
|
2024
Q1 | $10.7M | Buy |
20,449
+5
| +0% | +$2.49K | 1.01% | 33 |
|
|
2023
Q4 | $9.72M | Buy |
20,444
+119
| +0.6% | +$53K | 1% | 35 |
|
|
2023
Q3 | $8.69M | Buy |
20,325
+144
| +0.7% | +$64K | 1% | 36 |
|
|
2023
Q2 | $8.95M | Buy |
20,181
+295
| +1% | +$124K | 0.97% | 34 |
|
|
2023
Q1 | $8.14M | Buy |
19,886
+146
| +0.7% | +$58.3K | 0.92% | 35 |
|
|
2022
Q4 | $7.55M | Sell |
19,740
-3,736
| -16% | -$1.44M | 0.88% | 37 |
|
|
2022
Q3 | $8.38M | Buy |
23,476
+293
| +1% | +$116K | 1.06% | 28 |
|
|
2022
Q2 | $8.75M | Sell |
23,183
-350
| -1% | -$143K | 1.02% | 32 |
|
|
2022
Q1 | $10.6M | Buy |
23,533
+928
| +4% | +$413K | 1.08% | 30 |
|
|
2021
Q4 | $10.7M | Buy |
22,605
+4,008
| +22% | +$1.84M | 1.06% | 26 |
|
|
2021
Q3 | $7.98M | Sell |
18,597
-9
| -0% | -$3.97K | 0.88% | 36 |
|
|
2021
Q2 | $7.96M | Buy |
18,606
+428
| +2% | +$179K | 0.93% | 34 |
|
|
2021
Q1 | $7.21M | Sell |
18,178
-110
| -0.6% | -$42.4K | 0.94% | 33 |
|
|
2020
Q4 | $6.84M | Sell |
18,288
-38
| -0.2% | -$13.5K | 0.98% | 34 |
|
|
2020
Q3 | $6.14M | Buy |
18,326
+46
| +0.3% | +$15.2K | 1.01% | 33 |
|
|
2020
Q2 | $5.64M | Sell |
18,280
-386
| -2% | -$113K | 1.03% | 33 |
|
|
2020
Q1 | $4.81M | Sell |
18,666
-325
| -2% | -$99.1K | 1.02% | 32 |
|
|
2019
Q4 | $6.11M | Buy |
18,991
+8
| +0% | +$2.46K | 0.95% | 32 |
|
|
2019
Q3 | $5.63M | Buy |
18,983
+449
| +2% | +$133K | 0.96% | 32 |
|
|
2019
Q2 | $5.43M | Buy |
18,534
+34
| +0.2% | +$9.79K | 0.97% | 36 |
|
|
2019
Q1 | $5.23M | Sell |
18,500
-2,000
| -10% | -$543K | 0.97% | 35 |
|
|
2018
Q4 | $5.12M | Sell |
20,500
-15,127
| -42% | -$4.08M | 1.02% | 34 |
|
|
2018
Q3 | $10.4M | Sell |
35,627
-1,499
| -4% | -$427K | 1.47% | 20 |
|
|
2018
Q2 | $10.1M | Buy |
37,126
+1,141
| +3% | +$308K | 1.56% | 19 |
|
|
2018
Q1 | $9.47M | Buy |
35,985
+1,178
| +3% | +$322K | 1.47% | 21 |
|
|
2017
Q4 | $9.29M | Sell |
34,807
-425
| -1% | -$111K | 1.42% | 22 |
|
|
2017
Q3 | $8.85M | Buy |
35,232
+28
| +0.1% | +$6.9K | 1.38% | 22 |
|
|
2017
Q2 | $8.51M | Sell |
35,204
-376
| -1% | -$90.1K | 1.41% | 23 |
|
|
2017
Q1 | $8.39M | Sell |
35,580
-75
| -0.2% | -$17.4K | 1.42% | 25 |
|
|
2016
Q4 | $7.97M | Sell |
35,655
-12
| -0% | -$2.62K | 1.39% | 23 |
|
|
2016
Q3 | $7.71M | Sell |
35,667
-939
| -3% | -$203K | 1.38% | 24 |
|
|
2016
Q2 | $7.67M | Sell |
36,606
-1,000
| -3% | -$207K | 1.43% | 21 |
|
|
2016
Q1 | $7.73K | Sell |
37,606
-42
| -0.1% | -$8.2K | 1.12% | 20 |
|
|
2015
Q4 | $7.67M | Buy |
37,648
+36
| +0.1% | +$7.39K | 1.43% | 19 |
|
|
2015
Q3 | $7.21M | Buy |
37,612
+736
| +2% | +$149K | 1.42% | 19 |
|
|
2015
Q2 | $7.59M | Sell |
36,876
-431
| -1% | -$90.6K | 1.27% | 26 |
|
|
2015
Q1 | $7.7M | Buy |
37,307
+782
| +2% | +$161K | 1.34% | 24 |
|
|
2014
Q4 | $7.51M | Sell |
36,525
-61
| -0.2% | -$12.3K | 0.94% | 25 |
|
|
2014
Q3 | $7.21M | Buy |
36,586
+10,000
| +38% | +$1.98M | 1% | 23 |
|
|
2014
Q2 | $5.2M | Buy |
26,586
+45
| +0.2% | +$8.56K | 0.99% | 37 |
|
|
2014
Q1 | $4.96M | Buy |
26,541
+261
| +1% | +$47.9K | 1.04% | 38 |
|
|
2013
Q4 | $4.85K | Buy |
26,280
+40
| +0.2% | +$7.08K | 0.26% | 41 |
|
|
2013
Q3 | $4.41M | Buy |
+26,240
| New | +$4.4M | 1.01% | 38 |
|
Other funds holding SPY
Marco Investment Management's SPY Position: Q1 2026 in Review
Marco Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.59% in Q1 2026, buying an estimated $106K and bringing the position to 26,516 shares worth $17.2M. The position accounts for 1.3% of the portfolio, ranked #25.
Marco Investment Management first reported a position in SPY in Q3 2013 and has held it in 51 quarters since. The position peaked at $18M in Q4 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Marco Investment Management held 26,516 shares of State Street SPDR S&P 500 ETF Trust worth $17.2M as of Q1 2026.
- Marco Investment Management bought 156 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $106K.
- State Street SPDR S&P 500 ETF Trust made up 1.3% of Marco Investment Management's portfolio in Q1 2026, its #25 holding.
- Marco Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and has held it in 51 quarters since.
- Marco Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $18M in Q4 2025.
- 4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.