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

Maryland Capital 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
2026 Q2	$641K	Buy	+859	New	+$623K	0.21%	45
2025 Q4	$727K	Buy	1,066 +78	+8%	+$52.7K	0.25%	42
2025 Q3	$658K	Buy	988 +284	+40%	+$182K	0.24%	43
2025 Q2	$435K	Sell	704 -397	-36%	-$227K	0.17%	55
2025 Q1	$616K	Hold	1,101	–	–	0.27%	40
2024 Q4	$645K	Buy	1,101 +351	+47%	+$207K	0.3%	40
2024 Q3	$430K	Hold	750	–	–	0.21%	47
2024 Q2	$408K	Hold	750	–	–	0.22%	46
2024 Q1	$392K	Hold	750	–	–	0.24%	47
2023 Q4	$356K	Hold	750	–	–	0.24%	46
2023 Q3	$321K	Hold	750	–	–	0.24%	48
2023 Q2	$332K	Hold	750	–	–	0.27%	49
2023 Q1	$307K	Hold	750	–	–	0.27%	51
2022 Q4	$287K	Hold	750	–	–	0.27%	53
2022 Q3	$268K	Hold	750	–	–	0.28%	45
2022 Q2	$283K	Hold	750	–	–	0.3%	41
2022 Q1	$339K	Hold	750	–	–	0.3%	38
2021 Q4	$356K	Buy	+750	New	+$344K	0.29%	37

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Maryland Capital Advisors's SPY Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 859 shares worth $641K. The stake represents 0.21% of the portfolio and ranks #45 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in SPY as recently as Q4 2025.

Maryland Capital Advisors first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $727K in Q4 2025. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Maryland Capital Advisors held 859 shares of State Street SPDR S&P 500 ETF Trust worth $641K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Maryland Capital Advisors position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.21% of Maryland Capital Advisors's portfolio in Q2 2026, its #45 holding.
Maryland Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Maryland Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $727K in Q4 2025.
1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.