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

MBA 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
2025
Q1 		– Sell
-3,600
Closed -$2.11M – 137
2024
Q4 		$2.11M Buy
3,600
+3,500
+3,500% +$2.06M 1.06% 24
2024
Q3 		$57.4K Buy
+100
New +$55.3K 0.03% 130

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

MBA Advisors's SPY Position: Q2 2026 in Review

MBA Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.87% in Q2 2026, buying an estimated $9.43K and bringing the position to 1,515 shares worth $1.13M. The position accounts for 0.38% of the portfolio, ranked #53.

MBA Advisors first reported a position in SPY in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.25M in Q4 2021. 1,994 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • MBA Advisors held 1,515 shares of State Street SPDR S&P 500 ETF Trust worth $1.13M as of Q2 2026.
  • MBA Advisors bought 13 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $9.43K.
  • State Street SPDR S&P 500 ETF Trust made up 0.38% of MBA Advisors's portfolio in Q2 2026, its #53 holding.
  • MBA Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 22 quarters since.
  • MBA Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.25M in Q4 2021.
  • 1,994 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.