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

Mission Hills Financial Advisory’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	$514K	Sell	688 -354	-34%	-$257K	0.23%	53
2026 Q1	$678K	Buy	1,042 +202	+24%	+$137K	0.35%	30
2025 Q4	$573K	Buy	840 +263	+46%	+$178K	0.3%	30
2025 Q3	$384K	Sell	577 -107	-16%	-$68.6K	0.2%	33
2025 Q2	$423K	Buy	+684	New	+$391K	0.26%	32

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 Hills Financial Advisory's SPY Position: Q2 2026 in Review

Mission Hills Financial Advisory reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 34% in Q2 2026, selling an estimated $257K and leaving 688 shares worth $514K. The position accounts for 0.23% of the portfolio, ranked #53.

Mission Hills Financial Advisory first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. The position peaked at $678K in Q1 2026. 4,651 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Mission Hills Financial Advisory held 688 shares of State Street SPDR S&P 500 ETF Trust worth $514K as of Q2 2026.
Mission Hills Financial Advisory sold 354 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $257K.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #53 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 5 quarters since.
Mission Hills Financial Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $678K in Q1 2026.
4,651 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.