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

Mayfair Advisory 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 Q1	$453K	Buy	696 +30	+5%	+$20.4K	0.16%	105
2025 Q4	$455K	Buy	666 +1	+0.2%	+$676	0.18%	103
2025 Q3	$443K	Buy	665 +1	+0.2%	+$641	0.19%	96
2025 Q2	$423K	Sell	664 -17	-2%	-$9.72K	0.2%	93
2025 Q1	$381K	Buy	681 +33	+5%	+$19.4K	0.22%	89
2024 Q4	$380K	Buy	648 +36	+6%	+$21.2K	0.22%	87
2024 Q3	$350K	Sell	612 -70	-10%	-$38.7K	0.22%	88
2024 Q2	$382K	Sell	682 -70	-9%	-$36.6K	0.26%	77
2024 Q1	$393K	Buy	752 +117	+18%	+$58.2K	0.29%	74
2023 Q4	$300K	Hold	635	–	–	0.26%	82
2023 Q3	$276K	Sell	635 -107	-14%	-$47.6K	0.27%	87
2023 Q2	$325K	Buy	742 +9	+1%	+$3.78K	0.32%	74
2023 Q1	$302K	Sell	733 -71	-9%	-$28.3K	0.33%	77
2022 Q4	$312K	Hold	804	–	–	0.4%	73
2022 Q3	$295K	Hold	804	–	–	0.42%	70
2022 Q2	$331K	Buy	804 +90	+13%	+$36.9K	0.44%	64
2022 Q1	$324K	Buy	714 +22	+3%	+$9.79K	0.42%	60
2021 Q4	$324K	Buy	692 +3	+0.4%	+$1.38K	0.43%	57
2021 Q3	$295K	Hold	689	–	–	0.45%	57
2021 Q2	$295K	Sell	689 -12	-2%	-$5.01K	0.47%	59
2021 Q1	$281K	Buy	701 +11	+2%	+$4.24K	0.5%	54
2020 Q4	$258K	Buy	690 +3	+0.4%	+$1.06K	0.5%	57
2020 Q3	$230K	Buy	687 +2	+0.3%	+$663	0.59%	46
2020 Q2	$211K	Buy	+685	New	+$200K	0.68%	42

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

Mayfair Advisory Group's SPY Position: Q1 2026 in Review

Mayfair Advisory Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.5% in Q1 2026, buying an estimated $20.4K and bringing the position to 696 shares worth $453K. The position accounts for 0.16% of the portfolio, ranked #105.

Mayfair Advisory Group first reported a position in SPY in Q2 2020 and has held it in 24 quarters since. The position peaked at $455K in Q4 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Mayfair Advisory Group held 696 shares of State Street SPDR S&P 500 ETF Trust worth $453K as of Q1 2026.
Mayfair Advisory Group bought 30 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $20.4K.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Mayfair Advisory Group's portfolio in Q1 2026, its #105 holding.
Mayfair Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 24 quarters since.
Mayfair Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $455K 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 Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.