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

MeadowBrook Investment 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
2026 Q2	$745K	Sell	997 -14	-1%	-$10.2K	0.59%	45
2026 Q1	$657K	Sell	1,011 -162	-14%	-$110K	0.58%	47
2025 Q4	$800K	Buy	1,173 +13	+1%	+$8.79K	0.68%	36
2025 Q3	$773K	Sell	1,160 -10	-0.9%	-$6.41K	0.66%	40
2025 Q2	$723K	Sell	1,170 -68	-5%	-$38.9K	0.65%	40
2025 Q1	$693K	Sell	1,238 -110	-8%	-$64.7K	0.65%	39
2024 Q4	$790K	Sell	1,348 -20	-1%	-$11.8K	0.7%	36
2024 Q3	$785K	Buy	1,368 +429	+46%	+$237K	0.71%	36
2024 Q2	$511K	Hold	939	–	–	0.48%	50
2024 Q1	$491K	Hold	939	–	–	0.46%	56
2023 Q4	$446K	Buy	+939	New	+$418K	0.43%	59

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MeadowBrook Investment Advisors's SPY Position: Q2 2026 in Review

MeadowBrook Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q2 2026, selling an estimated $10.2K and leaving 997 shares worth $745K. The position accounts for 0.59% of the portfolio, ranked #45.

MeadowBrook Investment Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $800K in Q4 2025. 2,096 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

MeadowBrook Investment Advisors held 997 shares of State Street SPDR S&P 500 ETF Trust worth $745K as of Q2 2026.
MeadowBrook Investment Advisors sold 14 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.2K.
State Street SPDR S&P 500 ETF Trust made up 0.59% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #45 holding.
MeadowBrook Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
MeadowBrook Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $800K in Q4 2025.
2,096 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.