Mission Hills Financial Advisory’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Mission Hills Financial Advisory's SPY Position: Q1 2026 in Review
Mission Hills Financial Advisory increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 24% in Q1 2026, buying an estimated $137K and bringing the position to 1,042 shares worth $678K. The position accounts for 0.35% of the portfolio, ranked #30.
Mission Hills Financial Advisory first reported a position in SPY in Q2 2025 and has held it in 4 quarters since. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Mission Hills Financial Advisory held 1,042 shares of State Street SPDR S&P 500 ETF Trust worth $678K as of Q1 2026.
- Mission Hills Financial Advisory bought 202 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $137K.
- State Street SPDR S&P 500 ETF Trust made up 0.35% of Mission Hills Financial Advisory's portfolio in Q1 2026, its #30 holding.
- Mission Hills Financial Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 4 quarters since.
- 4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Mission Hills Financial Advisory's 13F filing for Q1 2026, filed 4 May 2026.