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
2022 Q1	–	Sell	-300	Closed	-$132K	–	218
2021 Q4	$132K	Hold	300	–	–	0.02%	197
2021 Q3	$3K	Buy	+300	New	+$132K	﹤0.01%	191

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 $445B AUM 25.58% 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. 4,568 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.
4,568 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.