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
2025 Q3	–	Sell	-26,000	Closed	-$16.1M	–	305
2025 Q2	$16.1M	Buy	+26,000	New	+$14.9M	1.65%	14
2024 Q2	–	Sell	-6,400	Closed	-$3.35M	–	673
2024 Q1	$3.35M	Sell	6,400 -103,600	-94%	-$51.6M	0.24%	76
2023 Q4	$52.3M	Buy	+110,000	New	+$49M	6.98%	1
2023 Q3	–	Sell	-57,500	Closed	-$25.5M	–	600
2023 Q2	$25.5M	Sell	57,500 -15,300	-21%	-$6.42M	2.79%	2
2023 Q1	$29.8M	Buy	+72,800	New	+$29M	4.51%	1
2021 Q3	–	Sell	-65,000	Closed	-$27.8M	–	535
2021 Q2	$27.8M	Buy	+65,000	New	+$27.1M	4.98%	1
2020 Q4	–	Sell	-800,000	Closed	-$268M	–	476
2020 Q3	$268M	Buy	800,000 +796,700	+24,142%	+$264M	36.75%	1
2020 Q2	$35.9M	Buy	+3,300	New	+$966K	8.64%	3

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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. 4,555 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.
4,555 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.