Mitchell Sinkler & Starr
SPY icon

Mitchell Sinkler & Starr’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mitchell Sinkler & Starr’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
Q3 		$3.48M Buy
4,560
+15
+0.3% +$11.4K 1.41% 15
2026
Q2 		$3.39M Sell
4,545
-600
-12% -$435K 1.41% 15
2026
Q1 		$3.35M Sell
5,145
-320
-6% -$218K 1.54% 15
2025
Q4 		$3.73M Sell
5,465
-30
-0.5% -$20.3K 1.68% 12
2025
Q3 		$3.66M Hold
5,495
– – 1.65% 13
2025
Q2 		$3.4M Hold
5,495
– – 1.62% 13
2025
Q1 		$3.07M Sell
5,495
-35
-0.6% -$20.6K 0.86% 31
2024
Q4 		$3.24M Sell
5,530
-1,250
-18% -$736K 0.86% 30
2024
Q3 		$2.96M Buy
6,780
+985
+17% +$545K 0.74% 35
2024
Q2 		$3.18M Hold
5,795
– – 0.82% 33
2024
Q1 		$3.03M Sell
5,795
-1,590
-22% -$792K 0.76% 37
2023
Q4 		$3.51M Buy
+7,385
New +$3.29M 0.64% 42
2023
Q3 		– Sell
-5,795
Closed -$2.57M – 129
2023
Q2 		$2.57M Buy
5,795
+140
+2% +$58.8K 0.73% 36
2023
Q1 		$2.32M Hold
5,655
– – 0.68% 35
2022
Q4 		$2.16M Buy
5,655
+1,240
+28% +$477K 0.7% 37
2022
Q3 		$1.58M Buy
4,415
+35
+0.8% +$13.9K 0.61% 38
2022
Q2 		$1.65M Buy
4,380
+112
+3% +$45.9K 0.61% 39
2022
Q1 		$1.93M Buy
4,268
+1,500
+54% +$668K 0.6% 35
2021
Q4 		$1.32M Buy
2,768
+343
+14% +$157K 0.39% 53
2021
Q3 		$1.04M Buy
2,425
+295
+14% +$130K 0.94% 43
2021
Q2 		$912K Buy
2,130
+120
+6% +$50.1K 0.83% 45
2021
Q1 		$797K Buy
2,010
+10
+0.5% +$3.86K 0.77% 49
2020
Q4 		$748K Buy
2,000
+380
+23% +$135K 0.71% 50
2020
Q3 		$543K Hold
1,620
– – 0.55% 59
2020
Q2 		$500K Hold
1,620
– – 0.57% 55
2020
Q1 		$418K Buy
1,620
+90
+6% +$27.5K 0.55% 58
2019
Q4 		$492K Buy
1,530
+410
+37% +$126K 0.52% 60
2019
Q3 		$332K Sell
1,120
-160
-13% -$47.3K 0.43% 68
2019
Q2 		$375K Buy
1,280
+410
+47% +$118K 0.43% 73
2019
Q1 		$246K Buy
+870
New +$236K 0.28% 84

Other funds holding SPY

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Mitchell Sinkler & Starr's SPY Position: Q3 2026 in Review

Mitchell Sinkler & Starr increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.33% in Q3 2026, buying an estimated $11.4K and bringing the position to 4,560 shares worth $3.48M. The position accounts for 1.41% of the portfolio, ranked #15.

Mitchell Sinkler & Starr first reported a position in SPY in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.73M in Q4 2025. 1,503 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Mitchell Sinkler & Starr held 4,560 shares of State Street SPDR S&P 500 ETF Trust worth $3.48M as of Q3 2026.
  • Mitchell Sinkler & Starr bought 15 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $11.4K.
  • State Street SPDR S&P 500 ETF Trust made up 1.41% of Mitchell Sinkler & Starr's portfolio in Q3 2026, its #15 holding.
  • Mitchell Sinkler & Starr first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 30 quarters since.
  • Mitchell Sinkler & Starr's State Street SPDR S&P 500 ETF Trust position peaked at $3.73M in Q4 2025.
  • 1,503 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q3 2026, filed 13 Oct 2026.