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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$81.6M Buy
125,444
+364
+0.3% +$247K 1.02% 22
2025
Q4
$85.3M Buy
125,080
+539
+0.4% +$364K 1.06% 21
2025
Q3
$83M Buy
124,541
+1,595
+1% +$1.02M 1.08% 18
2025
Q2
$76M Buy
+122,946
New +$70.3M 1.05% 18

Other funds holding SPY

Midwest Trust's SPY Position: Q1 2026 in Review

Midwest Trust increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.29% in Q1 2026, buying an estimated $247K and bringing the position to 125,444 shares worth $81.6M. The position accounts for 1.02% of the portfolio, ranked #22.

Midwest Trust first reported a position in SPY in Q2 2025 and has held it in 4 quarters since. The position peaked at $85.3M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Midwest Trust held 125,444 shares of State Street SPDR S&P 500 ETF Trust worth $81.6M as of Q1 2026.
  • Midwest Trust bought 364 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $247K.
  • State Street SPDR S&P 500 ETF Trust made up 1.02% of Midwest Trust's portfolio in Q1 2026, its #22 holding.
  • Midwest Trust first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's State Street SPDR S&P 500 ETF Trust position peaked at $85.3M in Q4 2025.
  • 4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.