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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	–	-$715K	–	507
2026 Q1	–	Hold	–	–	–	208
2025 Q4	–	Hold	–	–	–	191
2025 Q3	–	Hold	–	–	–	191
2025 Q2	–	Hold	–	–	–	193
2025 Q1	–	Hold	–	–	–	178
2024 Q4	–	Hold	–	–	–	170
2024 Q3	–	Hold	–	–	–	171
2024 Q2	–	Hold	–	–	–	167

Other funds holding SPY

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 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. 906 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.
906 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.