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

Midwest Capital 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	$974K	Buy	1,497 +2	+0.1%	+$1.36K	0.46%	28
2025 Q4	$1.02M	Buy	1,495 +21	+1%	+$14.2K	0.49%	28
2025 Q3	$982K	Buy	1,474 +4	+0.3%	+$2.56K	0.47%	25
2025 Q2	$908K	Hold	1,470	–	–	0.48%	25
2025 Q1	$822K	Hold	1,470	–	–	0.5%	24
2024 Q4	$862K	Buy	+1,470	New	+$866K	0.63%	28

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

Midwest Capital Advisors's SPY Position: Q1 2026 in Review

Midwest Capital Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.13% in Q1 2026, buying an estimated $1.36K and bringing the position to 1,497 shares worth $974K. The position accounts for 0.46% of the portfolio, ranked #28.

Midwest Capital Advisors first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Midwest Capital Advisors held 1,497 shares of State Street SPDR S&P 500 ETF Trust worth $974K as of Q1 2026.
Midwest Capital Advisors bought 2 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.36K.
State Street SPDR S&P 500 ETF Trust made up 0.46% of Midwest Capital Advisors's portfolio in Q1 2026, its #28 holding.
Midwest Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Midwest Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.02M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Midwest Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.