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

Meeder Advisory 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 Q1	$893K	Sell	1,374 -416	-23%	-$283K	0.04%	296
2025 Q4	$1.22M	Buy	1,790 +88	+5%	+$59.5K	0.05%	235
2025 Q3	$1.13M	Buy	1,702 +480	+39%	+$308K	0.05%	241
2025 Q2	$755K	Buy	1,222 +297	+32%	+$170K	0.04%	303
2025 Q1	$517K	Sell	925 -2,027	-69%	-$1.19M	0.03%	347
2024 Q4	$1.73M	Sell	2,952 -64	-2%	-$37.7K	0.11%	143
2024 Q3	$1.73M	Sell	3,016 -96	-3%	-$53.1K	0.11%	150
2024 Q2	$1.69M	Buy	3,112 +751	+32%	+$393K	0.12%	139
2024 Q1	$1.23M	Sell	2,361 -343	-13%	-$171K	0.13%	142
2023 Q4	$1.29M	Sell	2,704 -664	-20%	-$296K	0.15%	120
2023 Q3	$1.44M	Sell	3,368 -797	-19%	-$354K	0.18%	90
2023 Q2	$1.85M	Buy	4,165 +2,464	+145%	+$1.03M	0.2%	91
2023 Q1	$696K	Buy	1,701 +43	+3%	+$17.2K	0.08%	224
2022 Q4	$634K	Buy	+1,658	New	+$637K	0.08%	223

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

Meeder Advisory Services's SPY Position: Q1 2026 in Review

Meeder Advisory Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 23% in Q1 2026, selling an estimated $283K and leaving 1,374 shares worth $893K. The position accounts for 0.04% of the portfolio, ranked #296.

Meeder Advisory Services first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.85M in Q2 2023. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Meeder Advisory Services held 1,374 shares of State Street SPDR S&P 500 ETF Trust worth $893K as of Q1 2026.
Meeder Advisory Services sold 416 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $283K.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Meeder Advisory Services's portfolio in Q1 2026, its #296 holding.
Meeder Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $1.85M in Q2 2023.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.