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

MJT & Associates 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 Q3	$9.15K	Sell	12 -1	-8%	-$760	0.01%	202
2026 Q2	$9.71K	Sell	13 -3	-19%	-$2.17K	0.01%	207
2026 Q1	$10.4K	Sell	16 -38	-70%	-$25.8K	0.01%	170
2025 Q4	$36.8K	Hold	54	–	–	0.03%	95
2025 Q3	$36K	Sell	54 -8	-13%	-$5.13K	0.03%	95
2025 Q2	$38.3K	Hold	62	–	–	0.05%	106
2025 Q1	$34.7K	Buy	+62	New	+$36.4K	0.03%	117

Other funds holding SPY

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

FCM

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

MJT & Associates Financial Advisory's SPY Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.7% in Q3 2026, selling an estimated $760 and leaving 12 shares worth $9.15K. The position accounts for 0.01% of the portfolio, ranked #202.

MJT & Associates Financial Advisory first reported a position in SPY in Q1 2025 and has held it in 7 quarters since. The position peaked at $38.3K in Q2 2025. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

MJT & Associates Financial Advisory held 12 shares of State Street SPDR S&P 500 ETF Trust worth $9.15K as of Q3 2026.
MJT & Associates Financial Advisory sold 1 State Street SPDR S&P 500 ETF Trust share in Q3 2026, an estimated $760.
State Street SPDR S&P 500 ETF Trust made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #202 holding.
MJT & Associates Financial Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $38.3K in Q2 2025.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.