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Mesirow Financial Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mesirow Financial Investment Management’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 		$97.9M Buy
131,037
+1,244
+1% +$902K 1.54% 12
2026
Q1 		$84.4M Buy
129,793
+14,405
+12% +$9.79M 1.37% 17
2025
Q4 		$78.7M Sell
115,388
-19,579
-15% -$13.2M 1.62% 14
2025
Q3 		$89.9M Sell
134,967
-2,177
-2% -$1.4M 1.61% 12
2025
Q2 		$84.7M Sell
137,144
-4,637
-3% -$2.65M 1.65% 12
2025
Q1 		$79.3M Buy
141,781
+1,057
+0.8% +$621K 1.54% 11
2024
Q4 		$82.5M Sell
140,724
-3,001
-2% -$1.77M 1.64% 11
2024
Q3 		$82.5M Buy
143,725
+2,720
+2% +$1.5M 1.6% 12
2024
Q2 		$76.8M Sell
141,005
-11
-0% -$5.76K 1.73% 11
2024
Q1 		$73.8M Buy
141,016
+6,937
+5% +$3.45M 1.68% 11
2023
Q4 		$58.2M Buy
+134,079
New +$59.7M 2.12% 10

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mesirow Financial Investment Management's SPY Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.96% in Q2 2026, buying an estimated $902K and bringing the position to 131,037 shares worth $97.9M. The position accounts for 1.54% of the portfolio, ranked #12.

Mesirow Financial Investment Management first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 1,827 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Mesirow Financial Investment Management held 131,037 shares of State Street SPDR S&P 500 ETF Trust worth $97.9M as of Q2 2026.
  • Mesirow Financial Investment Management bought 1,244 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $902K.
  • State Street SPDR S&P 500 ETF Trust made up 1.54% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #12 holding.
  • Mesirow Financial Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 1,827 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.