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

Means Investment Company’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	$1.96M	Buy	3,010 +6	+0.2%	+$4.08K	0.17%	58
2025 Q4	$2.05M	Sell	3,004 -137	-4%	-$92.6K	0.17%	60
2025 Q3	$2.09M	Sell	3,141 -170	-5%	-$109K	0.18%	59
2025 Q2	$2.05M	Hold	3,311	–	–	0.19%	56
2025 Q1	$1.85M	Sell	3,311 -871	-21%	-$512K	0.2%	60
2024 Q4	$2.45M	Sell	4,182 -12	-0.3%	-$7.07K	0.26%	55
2024 Q3	$2.41M	Sell	4,194 -108	-3%	-$59.7K	0.27%	52
2024 Q2	$2.34M	Sell	4,302 -354	-8%	-$185K	0.28%	53
2024 Q1	$2.44M	Sell	4,656 -396	-8%	-$197K	0.32%	51
2023 Q4	$2.4M	Sell	5,052 -429	-8%	-$191K	0.35%	50
2023 Q3	$2.34M	Sell	5,481 -57	-1%	-$25.4K	0.38%	49
2023 Q2	$2.45M	Buy	5,538 +219	+4%	+$91.9K	0.39%	50
2023 Q1	$2.18M	Buy	5,319 +7	+0.1%	+$2.79K	0.38%	52
2022 Q4	$2.03M	Sell	5,312 -597	-10%	-$229K	0.41%	53
2022 Q3	$2.11M	Sell	5,909 -176	-3%	-$69.9K	0.46%	48
2022 Q2	$2.3M	Sell	6,085 -28	-0.5%	-$11.5K	0.49%	45
2022 Q1	$2.76M	Sell	6,113 -46	-0.7%	-$20.5K	0.5%	41
2021 Q4	$2.92M	Sell	6,159 -94	-2%	-$43.2K	0.52%	41
2021 Q3	$2.68M	Sell	6,253 -52	-0.8%	-$22.9K	0.53%	43
2021 Q2	$2.7M	Buy	6,305 +369	+6%	+$154K	0.54%	44
2021 Q1	$2.35M	Sell	5,936 -42	-0.7%	-$16.2K	0.54%	45
2020 Q4	$2.34M	Buy	5,978 +694	+13%	+$246K	0.53%	42
2020 Q3	$1.85M	Sell	5,284 -27	-0.5%	-$8.95K	0.51%	42
2020 Q2	$1.77M	Sell	5,311 -97	-2%	-$28.4K	0.55%	43
2020 Q1	$1.51M	Buy	5,408 +4,625	+591%	+$1.41M	0.58%	46
2019 Q4	$260K	Sell	783 -47	-6%	-$14.5K	0.09%	122
2019 Q3	$255K	Buy	+830	New	+$245K	0.1%	124

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

Means Investment Company's SPY Position: Q1 2026 in Review

Means Investment Company increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.2% in Q1 2026, buying an estimated $4.08K and bringing the position to 3,010 shares worth $1.96M. The position accounts for 0.17% of the portfolio, ranked #58.

Means Investment Company first reported a position in SPY in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.92M in Q4 2021. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Means Investment Company held 3,010 shares of State Street SPDR S&P 500 ETF Trust worth $1.96M as of Q1 2026.
Means Investment Company bought 6 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.08K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of Means Investment Company's portfolio in Q1 2026, its #58 holding.
Means Investment Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 27 quarters since.
Means Investment Company's State Street SPDR S&P 500 ETF Trust position peaked at $2.92M in Q4 2021.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.