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 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%	+$37.9K	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

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

MN Wealth Advisors's SPY Position: Q2 2026 in Review

MN Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.28% in Q2 2026, buying an estimated $1.45K and bringing the position to 728 shares worth $544K. The position accounts for 0.23% of the portfolio, ranked #70.

MN Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $651K in Q4 2024. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

MN Wealth Advisors held 728 shares of State Street SPDR S&P 500 ETF Trust worth $544K as of Q2 2026.
MN Wealth Advisors bought 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
State Street SPDR S&P 500 ETF Trust made up 0.23% of MN Wealth Advisors's portfolio in Q2 2026, its #70 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 11 quarters since.
MN Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $651K in Q4 2024.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.