Merrithew & Thorsten Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$479K Buy
642
+2
+0.3% +$1.45K 0.41% 17
2026
Q1
$416K Buy
640
+1
+0.2% +$680 0.39% 18
2025
Q4
$435K Buy
+639
New +$432K 0.46% 16

Other funds holding SPY

Merrithew & Thorsten Inc's SPY Position: Q2 2026 in Review

Merrithew & Thorsten Inc increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.31% in Q2 2026, buying an estimated $1.45K and bringing the position to 642 shares worth $479K. The position accounts for 0.41% of the portfolio, ranked #17.

Merrithew & Thorsten Inc first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Merrithew & Thorsten Inc held 642 shares of State Street SPDR S&P 500 ETF Trust worth $479K as of Q2 2026.
  • Merrithew & Thorsten Inc bought 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
  • State Street SPDR S&P 500 ETF Trust made up 0.41% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #17 holding.
  • Merrithew & Thorsten Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.