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

Mission Financial Group’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	$1.52M	Buy	+2,038	New	+$1.48M	1.26%	17
2025 Q1	$1.19M	Buy	+1,826	New	+$1.07M	1.1%	21
2021 Q4	$1.1M	Buy	+1,614	New	+$741K	1.03%	25

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

Mission Financial Group's SPY Position: Q2 2026 in Review

Mission Financial Group opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 2,038 shares worth $1.52M. The stake represents 1.26% of the portfolio and ranks #17 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in SPY as recently as Q1 2025.

Mission Financial Group first reported a position in SPY in Q4 2021 and has held it in 3 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Mission Financial Group held 2,038 shares of State Street SPDR S&P 500 ETF Trust worth $1.52M as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Mission Financial Group position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 1.26% of Mission Financial Group's portfolio in Q2 2026, its #17 holding.
Mission Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 3 quarters since.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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