Mid-American Wealth Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mid-American Wealth Advisory Group’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
2025 Q3	–	Sell	-20	Closed	-$12.4K	–	284
2025 Q2	$12.4K	Buy	+20	New	+$11.4K	0.01%	149

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mid-American Wealth Advisory Group's SPY Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2025, closing a stake of 20 shares — an estimated $12.4K sold.

Mid-American Wealth Advisory Group first reported a position in SPY in Q2 2025 and held it in 1 quarter. The position peaked at $12.4K in Q2 2025. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 20 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $12.4K.
Mid-American Wealth Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and held it in 1 quarter.
Mid-American Wealth Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $12.4K in Q2 2025.
4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.