Massachusetts Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Massachusetts Wealth Management’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 Q1	$1.34M	Sell	2,056 -12	-0.6%	-$8.16K	0.58%	62
2025 Q4	$1.41M	Buy	2,068 +9	+0.4%	+$6.08K	0.66%	60
2025 Q3	$1.37M	Buy	2,059 +5	+0.2%	+$3.21K	0.68%	59
2025 Q2	$1.27M	Hold	2,054	–	–	0.72%	55
2025 Q1	$1.15M	Sell	2,054 -71	-3%	-$41.7K	0.79%	53
2024 Q4	$1.25M	Hold	2,125	–	–	0.77%	53
2024 Q3	$1.22M	Hold	2,125	–	–	0.77%	57
2024 Q2	$1.16M	Sell	2,125 -93	-4%	-$48.7K	0.78%	52
2024 Q1	$1.16M	Sell	2,218 -25	-1%	-$12.4K	0.82%	53
2023 Q4	$1.07M	Buy	2,243 +860	+62%	+$383K	0.86%	49
2023 Q3	$591K	Buy	1,383 +153	+12%	+$68.1K	0.54%	61
2023 Q2	$545K	Hold	1,230	–	–	0.52%	62
2023 Q1	$504K	Buy	1,230 +190	+18%	+$75.8K	0.52%	62
2022 Q4	$423K	Buy	+1,040	New	+$400K	0.41%	64

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Wealth Management's SPY Position: Q1 2026 in Review

Massachusetts Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.58% in Q1 2026, selling an estimated $8.16K and leaving 2,056 shares worth $1.34M. The position accounts for 0.58% of the portfolio, ranked #62.

Massachusetts Wealth Management first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.41M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Massachusetts Wealth Management held 2,056 shares of State Street SPDR S&P 500 ETF Trust worth $1.34M as of Q1 2026.
Massachusetts Wealth Management sold 12 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $8.16K.
State Street SPDR S&P 500 ETF Trust made up 0.58% of Massachusetts Wealth Management's portfolio in Q1 2026, its #62 holding.
Massachusetts Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Massachusetts Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.41M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.