MFA
SPY icon

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

Millington Financial Advisors’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 		$8.78M Sell
12,275
-6
-0% -$4.08K 3.7% 5
2025
Q4 		$8.48M Buy
12,281
+993
+9% +$671K 3.76% 5
2025
Q3 		$7.48M Sell
11,288
-11
-0.1% -$7.05K 3.63% 6
2025
Q2 		$7.17M Buy
11,299
+261
+2% +$149K 3.62% 5
2025
Q1 		$5.89M Sell
11,038
-111
-1% -$65.2K 3.62% 6
2024
Q4 		$6.66M Buy
11,149
+2,043
+22% +$1.2M 3.87% 6
2024
Q3 		$5.22M Sell
9,106
-19
-0.2% -$10.5K 3.26% 8
2024
Q2 		$4.97M Sell
9,125
-41
-0.4% -$21.5K 3.45% 8
2024
Q1 		$4.79M Sell
9,166
-18
-0.2% -$8.96K 3.42% 7
2023
Q4 		$4.37M Buy
9,184
+69
+0.8% +$30.7K 3.49% 7
2023
Q3 		$3.9M Buy
9,115
+1
+0% +$445 3.49% 7
2023
Q2 		$4.04M Buy
9,114
+2
+0% +$839 3.59% 6
2023
Q1 		$3.73M Buy
9,112
+2
+0% +$798 3.45% 7
2022
Q4 		$3.48M Buy
+9,110
New +$3.5M 3.4% 8

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

Millington Financial Advisors's SPY Position: Q1 2026 in Review

Millington Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.05% in Q1 2026, selling an estimated $4.08K and leaving 12,275 shares worth $8.78M. The position accounts for 3.7% of the portfolio, ranked #5.

Millington Financial Advisors first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Millington Financial Advisors held 12,275 shares of State Street SPDR S&P 500 ETF Trust worth $8.78M as of Q1 2026.
  • Millington Financial Advisors sold 6 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.08K.
  • State Street SPDR S&P 500 ETF Trust made up 3.7% of Millington Financial Advisors's portfolio in Q1 2026, its #5 holding.
  • Millington Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
  • 4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.