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

Midwest Financial Network’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 Q3	$12.4M	Sell	16,297 -1,135	-7%	-$862K	8.47%	1
2026 Q2	$13M	Buy	17,432 +2,012	+13%	+$1.46M	8.89%	1
2026 Q1	$10M	Buy	15,420 +8,598	+126%	+$5.85M	7.97%	1
2025 Q4	$4.65M	Buy	6,822 +3,635	+114%	+$2.46M	3.59%	4
2025 Q3	$2.12M	Buy	3,187 +968	+44%	+$621K	1.72%	28
2025 Q2	$1.37M	Sell	2,219 -1,180	-35%	-$675K	1.36%	36
2025 Q1	$1.9M	Buy	3,399 +277	+9%	+$163K	1.9%	22
2024 Q4	$1.83M	Buy	+3,122	New	+$1.84M	1.9%	22

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Midwest Financial Network's SPY Position: Q3 2026 in Review

Midwest Financial Network reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.5% in Q3 2026, selling an estimated $862K and leaving 16,297 shares worth $12.4M. The position accounts for 8.47% of the portfolio, ranked #1.

Midwest Financial Network first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. The position peaked at $13M in Q2 2026. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Midwest Financial Network held 16,297 shares of State Street SPDR S&P 500 ETF Trust worth $12.4M as of Q3 2026.
Midwest Financial Network sold 1,135 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $862K.
State Street SPDR S&P 500 ETF Trust made up 8.47% of Midwest Financial Network's portfolio in Q3 2026, its #1 holding.
Midwest Financial Network first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Network's State Street SPDR S&P 500 ETF Trust position peaked at $13M in Q2 2026.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.