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

Midwestern Financial’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 Q2	$15.5M	Buy	20,736 +776	+4%	+$563K	10.84%	1
2026 Q1	$13M	Buy	19,960 +3,136	+19%	+$2.13M	10.21%	1
2025 Q4	$11.5M	Buy	16,824 +1,535	+10%	+$1.04M	9.49%	1
2025 Q3	$10.2M	Buy	15,289 +2,440	+19%	+$1.56M	8.74%	1
2025 Q2	$7.94M	Buy	+12,849	New	+$7.34M	7.44%	1

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Midwestern Financial's SPY Position: Q2 2026 in Review

Midwestern Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.9% in Q2 2026, buying an estimated $563K and bringing the position to 20,736 shares worth $15.5M. The position accounts for 10.84% of the portfolio, ranked #1.

Midwestern Financial first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Midwestern Financial held 20,736 shares of State Street SPDR S&P 500 ETF Trust worth $15.5M as of Q2 2026.
Midwestern Financial bought 776 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $563K.
State Street SPDR S&P 500 ETF Trust made up 10.84% of Midwestern Financial's portfolio in Q2 2026, its #1 holding.
Midwestern Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 5 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.