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

McNamara Financial Services’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 		$596K Buy
798
+1
+0.1% +$725 0.1% 61
2026
Q1 		$518K Buy
+797
New +$542K 0.1% 62

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
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

McNamara Financial Services's SPY Position: Q2 2026 in Review

McNamara Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.13% in Q2 2026, buying an estimated $725 and bringing the position to 798 shares worth $596K. The position accounts for 0.1% of the portfolio, ranked #61.

McNamara Financial Services first reported a position in SPY in Q1 2026 and has held it in 2 quarters since. 2,858 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • McNamara Financial Services held 798 shares of State Street SPDR S&P 500 ETF Trust worth $596K as of Q2 2026.
  • McNamara Financial Services bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
  • State Street SPDR S&P 500 ETF Trust made up 0.1% of McNamara Financial Services's portfolio in Q2 2026, its #61 holding.
  • McNamara Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and has held it in 2 quarters since.
  • 2,858 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.