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

Midwest Financial 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
2026 Q1	$2.59M	Buy	3,987 +792	+25%	+$538K	1.11%	26
2025 Q4	$2.18M	Buy	3,195 +707	+28%	+$478K	0.96%	31
2025 Q3	$1.66M	Sell	2,488 -105	-4%	-$67.3K	0.79%	36
2025 Q2	$1.6M	Buy	2,593 +138	+6%	+$78.9K	0.84%	34
2025 Q1	$1.37M	Sell	2,455 -85	-3%	-$50K	0.8%	36
2024 Q4	$1.49M	Buy	2,540 +219	+9%	+$129K	0.85%	35
2024 Q3	$1.33M	Buy	2,321 +20	+0.9%	+$11.1K	0.78%	33
2024 Q2	$1.25M	Buy	2,301 +68	+3%	+$35.6K	0.8%	35
2024 Q1	$1.17M	Buy	2,233 +146	+7%	+$72.7K	0.78%	34
2023 Q4	$992K	Sell	2,087 -42	-2%	-$18.7K	0.74%	36
2023 Q3	$910K	Buy	2,129 +50	+2%	+$22.2K	0.77%	36
2023 Q2	$922K	Buy	2,079 +375	+22%	+$157K	0.78%	35
2023 Q1	$698K	Buy	+1,704	New	+$680K	0.64%	46

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 Financial Group's SPY Position: Q1 2026 in Review

Midwest Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 25% in Q1 2026, buying an estimated $538K and bringing the position to 3,987 shares worth $2.59M. The position accounts for 1.11% of the portfolio, ranked #26.

Midwest Financial Group first reported a position in SPY in Q1 2023 and has held it in 13 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Midwest Financial Group held 3,987 shares of State Street SPDR S&P 500 ETF Trust worth $2.59M as of Q1 2026.
Midwest Financial Group bought 792 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $538K.
State Street SPDR S&P 500 ETF Trust made up 1.11% of Midwest Financial Group's portfolio in Q1 2026, its #26 holding.
Midwest Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 13 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.