MMBG Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

MMBG Investment Advisors’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 Q1	$14M	Sell	21,454 -949	-4%	-$645K	1.29%	17
2025 Q4	$15.3M	Buy	22,403 +3,184	+17%	+$2.15M	1.29%	18
2025 Q3	$12.8M	Sell	19,219 -1,850	-9%	-$1.19M	1.14%	18
2025 Q2	$13.1M	Sell	21,069 -1,950	-8%	-$1.11M	1.3%	16
2025 Q1	$12.9M	Sell	23,019 -3,000	-12%	-$1.76M	1.46%	14
2024 Q4	$15.2M	Sell	26,019 -3,193	-11%	-$1.88M	1.62%	13
2024 Q3	$16.8M	Sell	29,212 -1,298	-4%	-$718K	1.75%	11
2024 Q2	$16.6M	Hold	30,510	–	–	1.78%	13
2024 Q1	$16M	Hold	30,510	–	–	1.68%	13
2023 Q4	$14.5M	Sell	30,510 -2,385	-7%	-$1.06M	1.71%	12
2023 Q3	$14.1M	Sell	32,895 -230	-0.7%	-$102K	1.77%	11
2023 Q2	$14.5M	Buy	33,125 +340	+1%	+$143K	1.76%	12
2023 Q1	$13.4M	Sell	32,785 -31,770	-49%	-$12.7M	1.7%	12
2022 Q4	$24.7M	Sell	64,555 -3,482	-5%	-$1.34M	3.27%	8
2022 Q3	$24.3M	Hold	68,037	–	–	3.25%	7
2022 Q2	$25.7M	Sell	68,037 -55	-0.1%	-$22.5K	3.18%	7
2022 Q1	$30.8M	Buy	68,092 +3,167	+5%	+$1.41M	3.21%	6
2021 Q4	$30.8M	Buy	+64,925	New	+$29.8M	2.96%	8

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

MMBG Investment Advisors's SPY Position: Q1 2026 in Review

MMBG Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.2% in Q1 2026, selling an estimated $645K and leaving 21,454 shares worth $14M. The position accounts for 1.29% of the portfolio, ranked #17.

MMBG Investment Advisors first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $30.8M in Q4 2021. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

MMBG Investment Advisors held 21,454 shares of State Street SPDR S&P 500 ETF Trust worth $14M as of Q1 2026.
MMBG Investment Advisors sold 949 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $645K.
State Street SPDR S&P 500 ETF Trust made up 1.29% of MMBG Investment Advisors's portfolio in Q1 2026, its #17 holding.
MMBG Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
MMBG Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $30.8M in Q4 2021.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.