MPPLM
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Midwest Professional Planners Ltd (MPPL)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 		$44.1M Buy
67,850
+1,404
+2% +$955K 10.39% 1
2025
Q4 		$45.3M Buy
66,446
+3,078
+5% +$2.08M 10.73% 1
2025
Q3 		$42.2M Buy
63,368
+4,796
+8% +$3.07M 10.3% 1
2025
Q2 		$36.2M Buy
58,572
+301
+0.5% +$172K 9.53% 1
2025
Q1 		$32.6M Sell
58,271
-10,850
-16% -$6.38M 10.14% 1
2024
Q4 		$40.5M Sell
69,121
-13,632
-16% -$8.03M 12.1% 1
2024
Q3 		$47.5M Sell
82,753
-8,757
-10% -$4.84M 14.52% 1
2024
Q2 		$49.8M Buy
91,510
+7,990
+10% +$4.18M 16.64% 1
2024
Q1 		$43.7M Sell
83,520
-13,881
-14% -$6.91M 15.33% 1
2023
Q4 		$46.3M Sell
97,401
-6,274
-6% -$2.79M 18.45% 1
2023
Q3 		$44.3M Buy
103,675
+72
+0.1% +$32K 19.93% 1
2023
Q2 		$45.9M Buy
103,603
+36,469
+54% +$15.3M 20.12% 1
2023
Q1 		$27.5M Buy
67,134
+30,035
+81% +$12M 13.44% 1
2022
Q4 		$14.2M Sell
37,099
-9,113
-20% -$3.5M 7.85% 1
2022
Q3 		$16.5M Buy
46,212
+9,436
+26% +$3.75M 9.85% 1
2022
Q2 		$13.9M Buy
36,776
+1,990
+6% +$815K 7.83% 1
2022
Q1 		$15.7M Sell
34,786
-586
-2% -$261K 7.73% 1
2021
Q4 		$16.8M Buy
35,372
+200
+0.6% +$91.8K 8.16% 1
2021
Q3 		$15.1M Buy
35,172
+2,008
+6% +$886K 8.01% 1
2021
Q2 		$14.2M Sell
33,164
-45,404
-58% -$19M 7.4% 2
2021
Q1 		$6.81M Buy
78,568
+52,595
+202% +$20.3M 6.72% 3
2020
Q4 		$9.71M Sell
25,973
-16,935
-39% -$6.01M 5.98% 3
2020
Q3 		$3.71M Buy
42,908
+26,227
+157% +$8.69M 2.61% 8
2020
Q2 		$1.45M Sell
16,681
-61,887
-79% -$18.1M 1.14% 20
2020
Q1 		$6.81M Buy
78,568
+5,624
+8% +$1.72M 6.72% 3
2019
Q4 		$6.17M Buy
72,944
+33,083
+83% +$10.2M 5.04% 4
2019
Q3 		$11.8M Buy
39,861
+26,717
+203% +$7.89M 10.58% 1
2019
Q2 		$3.85M Buy
13,144
+501
+4% +$144K 3.57% 7
2019
Q1 		$3.57M Sell
12,643
-5,933
-32% -$1.61M 3.45% 8
2018
Q4 		$4.64M Sell
18,576
-3,645
-16% -$983K 5% 5
2018
Q3 		$6.46M Buy
22,221
+12,163
+121% +$3.46M 5.93% 5
2018
Q2 		$2.73M Buy
10,058
+3,034
+43% +$819K 2.44% 11
2018
Q1 		$1.85M Buy
7,024
+3,397
+94% +$927K 1.67% 16
2017
Q4 		$968K Buy
+3,627
New +$943K 0.88% 20

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s SPY Position: Q1 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q1 2026, buying an estimated $955K and bringing the position to 67,850 shares worth $44.1M. The position accounts for 10.39% of the portfolio, ranked #1.

Midwest Professional Planners Ltd (MPPL) first reported a position in SPY in Q4 2017 and has held it in 34 quarters since. The position peaked at $49.8M in Q2 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Midwest Professional Planners Ltd (MPPL) held 67,850 shares of State Street SPDR S&P 500 ETF Trust worth $44.1M as of Q1 2026.
  • Midwest Professional Planners Ltd (MPPL) bought 1,404 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $955K.
  • State Street SPDR S&P 500 ETF Trust made up 10.39% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #1 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 34 quarters since.
  • Midwest Professional Planners Ltd (MPPL)'s State Street SPDR S&P 500 ETF Trust position peaked at $49.8M in Q2 2024.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2026, filed 5 May 2026.