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

Midwest Financial Partners Investments’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	$1.15M	Buy	1,509 +6	+0.4%	+$4.56K	0.44%	30
2026 Q2	$1.12M	Buy	1,503 +27	+2%	+$19.6K	0.47%	32
2026 Q1	$960K	Buy	1,476 +10	+0.7%	+$6.8K	0.51%	31
2025 Q4	$1,000K	Buy	+1,466	New	+$991K	0.56%	32

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 19.15% 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 26.78% 1-Year Est. Return

SDAM

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Midwest Financial Partners Investments's SPY Position: Q3 2026 in Review

Midwest Financial Partners Investments increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.4% in Q3 2026, buying an estimated $4.56K and bringing the position to 1,509 shares worth $1.15M. The position accounts for 0.44% of the portfolio, ranked #30.

Midwest Financial Partners Investments first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. 894 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Midwest Financial Partners Investments held 1,509 shares of State Street SPDR S&P 500 ETF Trust worth $1.15M as of Q3 2026.
Midwest Financial Partners Investments bought 6 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $4.56K.
State Street SPDR S&P 500 ETF Trust made up 0.44% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #30 holding.
Midwest Financial Partners Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
894 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.