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 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

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

MJT & Associates Financial Advisory's SPY Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q2 2026, selling an estimated $2.17K and leaving 13 shares worth $9.71K. The position accounts for 0.01% of the portfolio, ranked #207.

MJT & Associates Financial Advisory first reported a position in SPY in Q1 2025 and has held it in 6 quarters since. The position peaked at $38.3K in Q2 2025. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

MJT & Associates Financial Advisory held 13 shares of State Street SPDR S&P 500 ETF Trust worth $9.71K as of Q2 2026.
MJT & Associates Financial Advisory sold 3 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.17K.
State Street SPDR S&P 500 ETF Trust made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #207 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 6 quarters since.
MJT & Associates Financial Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $38.3K in Q2 2025.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.