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

MN Wealth 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 Q3	$557K	Buy	730 +2	+0.3%	+$1.52K	0.23%	74
2026 Q2	$544K	Buy	728 +2	+0.3%	+$1.45K	0.23%	70
2026 Q1	$473K	Buy	726 +2	+0.3%	+$1.36K	0.23%	77
2025 Q4	$494K	Buy	724 +56	+8%	+$37.8K	0.25%	68
2025 Q3	$446K	Sell	668 -20	-3%	-$12.8K	0.24%	74
2025 Q2	$425K	Sell	688 -291	-30%	-$166K	0.25%	74
2025 Q1	$548K	Sell	979 -131	-12%	-$77K	0.32%	63
2024 Q4	$651K	Buy	1,110 +3	+0.3%	+$1.77K	0.37%	57
2024 Q3	$635K	Buy	1,107 +53	+5%	+$29.3K	0.36%	55
2024 Q2	$574K	Buy	1,054 +4	+0.4%	+$2.09K	0.33%	59
2024 Q1	$550K	Sell	1,050 -313	-23%	-$156K	0.34%	60
2023 Q4	$648K	Buy	+1,363	New	+$607K	0.45%	53

Other funds holding SPY

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

MN Wealth Advisors's SPY Position: Q3 2026 in Review

MN Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.27% in Q3 2026, buying an estimated $1.52K and bringing the position to 730 shares worth $557K. The position accounts for 0.23% of the portfolio, ranked #74.

MN Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. The position peaked at $651K in Q4 2024. 2,019 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

MN Wealth Advisors held 730 shares of State Street SPDR S&P 500 ETF Trust worth $557K as of Q3 2026.
MN Wealth Advisors bought 2 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.52K.
State Street SPDR S&P 500 ETF Trust made up 0.23% of MN Wealth Advisors's portfolio in Q3 2026, its #74 holding.
MN Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
MN Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $651K in Q4 2024.
2,019 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.