Mezzasalma Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mezzasalma Advisors’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	$1.27M	Buy	1,947 +3	+0.2%	+$2.04K	0.32%	50
2025 Q4	$1.33M	Buy	1,944 +200	+11%	+$135K	0.32%	54
2025 Q3	$1.16M	Buy	1,744 +49	+3%	+$31.4K	0.3%	52
2025 Q2	$1.05M	Buy	1,695 +201	+13%	+$115K	0.31%	51
2025 Q1	$836K	Sell	1,494 -262	-15%	-$154K	0.29%	54
2024 Q4	$1.03M	Buy	1,756 +755	+75%	+$445K	0.33%	48
2024 Q3	$574K	Buy	1,001 +29	+3%	+$16K	0.23%	49
2024 Q2	$529K	Buy	972 +83	+9%	+$43.4K	0.23%	45
2024 Q1	$465K	Buy	889 +91	+11%	+$45.3K	0.22%	57
2023 Q4	$379K	Buy	798 +12	+2%	+$5.34K	0.21%	55
2023 Q3	$336K	Hold	786	–	–	0.21%	56
2023 Q2	$348K	Buy	786 +49	+7%	+$20.6K	0.21%	58
2023 Q1	$302K	Sell	737 -18	-2%	-$7.18K	0.21%	64
2022 Q4	$289K	Buy	+755	New	+$290K	0.25%	65

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

Mezzasalma Advisors's SPY Position: Q1 2026 in Review

Mezzasalma Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.15% in Q1 2026, buying an estimated $2.04K and bringing the position to 1,947 shares worth $1.27M. The position accounts for 0.32% of the portfolio, ranked #50.

Mezzasalma Advisors first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.33M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Mezzasalma Advisors held 1,947 shares of State Street SPDR S&P 500 ETF Trust worth $1.27M as of Q1 2026.
Mezzasalma Advisors bought 3 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.04K.
State Street SPDR S&P 500 ETF Trust made up 0.32% of Mezzasalma Advisors's portfolio in Q1 2026, its #50 holding.
Mezzasalma Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Mezzasalma Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.33M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.