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

Mirabella Financial Services’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	–	Sell	-15,400	Closed	-$10.5M	–	1158
2025 Q4	$10.5M	Buy	+15,400	New	+$10.4M	0.98%	17
2024 Q2	–	Sell	-1,432	Closed	-$749K	–	672
2024 Q1	$749K	Buy	+1,432	New	+$713K	0.05%	231
2023 Q4	–	Sell	-3,950	Closed	-$1.76M	–	578
2023 Q3	$1.69M	Buy	+3,950	New	+$1.76M	0.23%	109
2023 Q2	–	Sell	-14,630	Closed	-$6.14M	–	645
2023 Q1	$5.99M	Sell	14,630 -571,200	-98%	-$228M	0.91%	33
2022 Q4	$224M	Buy	585,830 +94,492	+19%	+$36.3M	20.01%	1
2022 Q3	$178M	Buy	491,338 +156,022	+47%	+$62M	18.5%	1
2022 Q2	$127M	Buy	335,316 +42,237	+14%	+$17.3M	12.46%	1
2022 Q1	$134M	Sell	293,079 -26,069	-8%	-$11.6M	14.95%	1
2021 Q4	$152M	Buy	319,148 +296,854	+1,332%	+$136M	15.38%	1
2021 Q3	$9.57M	Buy	22,294 +21,794	+4,359%	+$9.61M	1.26%	14
2021 Q2	$214K	Sell	500 -9,986	-95%	-$4.17M	0.04%	263
2021 Q1	$4.16M	Buy	10,486 +7,486	+250%	+$2.89M	1.29%	17
2020 Q4	$2.63M	Sell	3,000 -30,985	-91%	-$11M	0.33%	97
2020 Q3	$11.4M	Buy	+33,985	New	+$11.3M	1.56%	4
2020 Q1	–	Sell	-636	Closed	-$205K	–	140
2019 Q4	$205K	Buy	+636	New	+$196K	0.04%	117

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jane Street New York $1.21T AUM 78.12% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mirabella Financial Services's SPY Position: Q1 2026 in Review

Mirabella Financial Services sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 15,400 shares — an estimated $10.5M sold.

Mirabella Financial Services first reported a position in SPY in Q4 2019 and held it in 15 quarters. The position peaked at $224M in Q4 2022. 4,580 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Mirabella Financial Services reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Mirabella Financial Services sold 15,400 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $10.5M.
Mirabella Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and held it in 15 quarters.
Mirabella Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $224M in Q4 2022.
4,580 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.