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

Mission Wealth Management’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 Q4	–	Sell	-500	Closed	-$333K	–	760
2025 Q3	$333K	Buy	+500	New	+$321K	0.01%	580
2025 Q2	–	Hold	0	–	–	–	611
2025 Q1	–	Hold	0	–	–	–	647
2024 Q4	–	Hold	0	–	–	–	631
2024 Q3	–	Hold	0	–	–	–	645
2024 Q2	–	Hold	0	–	–	–	628
2024 Q1	–	Hold	0	–	-$47.5K	–	697
2023 Q4	–	Hold	0	–	–	–	578
2023 Q2	–	Hold	0	–	-$2.05M	–	568
2023 Q1	–	Hold	0	–	–	–	129

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

Mission Wealth Management's SPY Position: Q1 2026 in Review

Mission Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.1% in Q1 2026, buying an estimated $2.55M and bringing the position to 56,299 shares worth $36.6M. The position accounts for 0.75% of the portfolio, ranked #23.

Mission Wealth Management first reported a position in SPY in Q2 2015 and has held it in 44 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Mission Wealth Management held 56,299 shares of State Street SPDR S&P 500 ETF Trust worth $36.6M as of Q1 2026.
Mission Wealth Management bought 3,752 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.55M.
State Street SPDR S&P 500 ETF Trust made up 0.75% of Mission Wealth Management's portfolio in Q1 2026, its #23 holding.
Mission Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2015 and has held it in 44 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.