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 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	$1.31M	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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Mitchell Sinkler & Starr's SPY Position: Q2 2026 in Review

Mitchell Sinkler & Starr reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q2 2026, selling an estimated $435K and leaving 4,545 shares worth $3.39M. 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 29 quarters since. The position peaked at $3.73M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Mitchell Sinkler & Starr held 4,545 shares of State Street SPDR S&P 500 ETF Trust worth $3.39M as of Q2 2026.
Mitchell Sinkler & Starr sold 600 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $435K.
State Street SPDR S&P 500 ETF Trust made up 1.41% of Mitchell Sinkler & Starr's portfolio in Q2 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 29 quarters since.
Mitchell Sinkler & Starr's State Street SPDR S&P 500 ETF Trust position peaked at $3.73M in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.