McDonough Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

McDonough Capital Management’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	$1.05M	Sell	1,612 -52	-3%	-$35.4K	0.57%	25
2025 Q4	$1.13M	Sell	1,664 -11	-0.7%	-$7.43K	0.56%	24
2025 Q3	$1.12M	Hold	1,675	–	–	0.56%	24
2025 Q2	$1.03M	Hold	1,675	–	–	0.58%	25
2025 Q1	$937K	Buy	1,675 +9	+0.5%	+$5.29K	0.61%	24
2024 Q4	$976K	Buy	1,666 +15	+0.9%	+$8.84K	0.6%	24
2024 Q3	$947K	Buy	1,651 +3	+0.2%	+$1.66K	0.65%	23
2024 Q2	$897K	Buy	1,648 +33	+2%	+$17.3K	0.65%	23
2024 Q1	$845K	Buy	1,615 +11	+0.7%	+$5.48K	0.67%	23
2023 Q4	$762K	Sell	1,604 -2	-0.1%	-$891	0.66%	23
2023 Q3	$687K	Buy	1,606 +158	+11%	+$70.3K	0.65%	23
2023 Q2	$642K	Sell	1,448 -16	-1%	-$6.71K	0.59%	24
2023 Q1	$599K	Hold	1,464	–	–	0.62%	24
2022 Q4	$560K	Hold	1,464	–	–	0.65%	23
2022 Q3	$523K	Hold	1,464	–	–	0.6%	23
2022 Q2	$552K	Sell	1,464 -69	-5%	-$28.3K	0.61%	24
2022 Q1	$692K	Hold	1,533	–	–	0.6%	24
2021 Q4	$728K	Buy	+1,533	New	+$704K	0.59%	24

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

McDonough Capital Management's SPY Position: Q1 2026 in Review

McDonough Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.1% in Q1 2026, selling an estimated $35.4K and leaving 1,612 shares worth $1.05M. The position accounts for 0.57% of the portfolio, ranked #25.

McDonough Capital Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.13M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

McDonough Capital Management held 1,612 shares of State Street SPDR S&P 500 ETF Trust worth $1.05M as of Q1 2026.
McDonough Capital Management sold 52 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $35.4K.
State Street SPDR S&P 500 ETF Trust made up 0.57% of McDonough Capital Management's portfolio in Q1 2026, its #25 holding.
McDonough Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
McDonough Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.13M in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on McDonough Capital Management's 13F filing for Q1 2026, filed 13 May 2026.