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

Mayflower Financial 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 		$13.6M Sell
18,249
-255
-1% -$185K 1.18% 18
2026
Q1 		$12M Sell
18,504
-701
-4% -$477K 1.46% 12
2025
Q4 		$13.1M Sell
19,205
-56
-0.3% -$37.9K 1.58% 12
2025
Q3 		$12.8M Sell
19,261
-610
-3% -$391K 1.61% 10
2025
Q2 		$12.3M Sell
19,871
-2,314
-10% -$1.32M 1.71% 7
2025
Q1 		$12.4M Sell
22,185
-20
-0.1% -$11.8K 1.88% 7
2024
Q4 		$13M Sell
22,205
-59
-0.3% -$34.8K 1.94% 7
2024
Q3 		$12.8M Sell
22,264
-3
-0% -$1.66K 1.92% 7
2024
Q2 		$12.1M Sell
22,267
-54
-0.2% -$28.3K 1.99% 5
2024
Q1 		$11.7M Sell
22,321
-65
-0.3% -$32.4K 1.95% 5
2023
Q4 		$10.6M Buy
22,386
+447
+2% +$199K 1.47% 14
2023
Q3 		$9.38M Sell
21,939
-2,064
-9% -$918K 1.4% 18
2023
Q2 		$10.6M Buy
24,003
+127
+0.5% +$53.3K 1.38% 17
2023
Q1 		$9.77M Buy
23,876
+4
+0% +$1.6K 1.28% 18
2022
Q4 		$9.13M Buy
23,872
+857
+4% +$329K 1.27% 20
2022
Q3 		$8.22M Buy
23,015
+1,660
+8% +$659K 1.32% 18
2022
Q2 		$8.06M Sell
21,355
-80
-0.4% -$32.8K 1.23% 18
2022
Q1 		$9.68M Sell
21,435
-336
-2% -$150K 1.3% 20
2021
Q4 		$10.3M Sell
21,771
-75
-0.3% -$34.4K 1.37% 18
2021
Q3 		$9.85M Sell
21,846
-678
-3% -$299K 1.33% 19
2021
Q2 		$9.64M Sell
22,524
-486
-2% -$203K 1.33% 20
2021
Q1 		$9.12M Sell
23,010
-8
-0% -$3.08K 1.35% 21
2020
Q4 		$8.61M Buy
+23,018
New +$8.17M 1.48% 18

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mayflower Financial Advisors's SPY Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q2 2026, selling an estimated $185K and leaving 18,249 shares worth $13.6M. The position accounts for 1.18% of the portfolio, ranked #18.

Mayflower Financial Advisors first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 1,857 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Mayflower Financial Advisors held 18,249 shares of State Street SPDR S&P 500 ETF Trust worth $13.6M as of Q2 2026.
  • Mayflower Financial Advisors sold 255 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $185K.
  • State Street SPDR S&P 500 ETF Trust made up 1.18% of Mayflower Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Mayflower Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • 1,857 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.