MB, Levis & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

MB, Levis & Associates’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 Q3	$40.4K	Hold	53	–	–	0.01%	114
2026 Q2	$39.6K	Hold	53	–	–	0.01%	119
2026 Q1	$34.5K	Hold	53	–	–	0.01%	119
2025 Q4	$36.1K	Hold	53	–	–	0.02%	117
2025 Q3	$35.3K	Sell	53 -30	-36%	-$19.2K	0.02%	119
2025 Q2	$51.3K	Hold	83	–	–	0.02%	120
2025 Q1	$46.4K	Hold	83	–	–	0.02%	124
2024 Q4	$48.6K	Buy	83 +30	+57%	+$17.7K	0.02%	118
2024 Q3	$30.4K	Hold	53	–	–	0.02%	145
2024 Q2	$28.8K	Hold	53	–	–	0.02%	142
2024 Q1	$27.7K	Hold	53	–	–	0.01%	143
2023 Q4	$25.2K	Hold	53	–	–	0.01%	146
2023 Q3	$22.7K	Hold	53	–	–	0.01%	152
2023 Q2	$23.5K	Buy	+53	New	+$22.2K	0.02%	153

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

MB, Levis & Associates's SPY Position: Q3 2026 in Review

MB, Levis & Associates held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 53 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #114.

MB, Levis & Associates first reported a position in SPY in Q2 2023 and has held it in 14 quarters since. The position peaked at $51.3K in Q2 2025. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

MB, Levis & Associates held 53 shares of State Street SPDR S&P 500 ETF Trust worth $40.4K as of Q3 2026.
MB, Levis & Associates left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #114 holding.
MB, Levis & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 14 quarters since.
MB, Levis & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $51.3K in Q2 2025.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.