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

MONECO 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 		$14.7M Buy
22,536
+469
+2% +$319K 1.14% 18
2025
Q4 		$15M Sell
22,067
-565
-2% -$382K 1.19% 18
2025
Q3 		$15.1M Sell
22,632
-139
-0.6% -$89.1K 1.26% 17
2025
Q2 		$14.1M Sell
22,771
-4,251
-16% -$2.43M 1.31% 18
2025
Q1 		$15.1M Sell
27,022
-486
-2% -$286K 1.57% 15
2024
Q4 		$16.1M Buy
27,508
+5,219
+23% +$3.07M 1.7% 9
2024
Q3 		$12.8M Sell
22,289
-355
-2% -$196K 1.59% 8
2024
Q2 		$12.3M Sell
22,644
-295
-1% -$154K 1.81% 6
2024
Q1 		$12M Buy
22,939
+1,196
+6% +$595K 1.9% 5
2023
Q4 		$10.3M Buy
21,743
+929
+4% +$414K 1.97% 6
2023
Q3 		$8.9M Sell
20,814
-876
-4% -$390K 2.41% 5
2023
Q2 		$9.61M Sell
21,690
-1,910
-8% -$802K 2.62% 5
2023
Q1 		$9.66M Sell
23,600
-45
-0.2% -$18K 2.84% 4
2022
Q4 		$9.04M Buy
23,645
+2,346
+11% +$902K 3.27% 5
2022
Q3 		$7.61M Buy
21,299
+1,263
+6% +$502K 3.04% 6
2022
Q2 		$7.56M Sell
20,036
-3,666
-15% -$1.5M 2.93% 6
2022
Q1 		$10.7M Buy
23,702
+2,809
+13% +$1.25M 3.93% 4
2021
Q4 		$9.33M Buy
20,893
+8,335
+66% +$3.83M 3.51% 5
2021
Q3 		$5.39M Buy
12,558
+3,761
+43% +$1.66M 2.13% 8
2021
Q2 		$3.77M Sell
8,797
-487
-5% -$203K 1.73% 9
2021
Q1 		$3.68M Sell
9,284
-46
-0.5% -$17.7K 1.79% 9
2020
Q4 		$3.54M Buy
9,330
+727
+8% +$258K 1.96% 9
2020
Q3 		$2.88M Buy
8,603
+3,921
+84% +$1.3M 1.84% 12
2020
Q2 		$1.44M Buy
4,682
+1,324
+39% +$388K 1.13% 21
2020
Q1 		$866K Sell
3,358
-684
-17% -$209K 0.89% 28
2019
Q4 		$1.34M Sell
4,042
-577
-12% -$178K 0.95% 26
2019
Q3 		$1.37M Buy
4,619
+799
+21% +$236K 1.07% 24
2019
Q2 		$1.12M Sell
3,820
-74
-2% -$21.3K 0.9% 28
2019
Q1 		$1.1M Buy
3,894
+426
+12% +$116K 0.89% 30
2018
Q4 		$867K Buy
+3,468
New +$935K 1.01% 23

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MONECO Advisors's SPY Position: Q1 2026 in Review

MONECO Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q1 2026, buying an estimated $319K and bringing the position to 22,536 shares worth $14.7M. The position accounts for 1.14% of the portfolio, ranked #18.

MONECO Advisors first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.1M in Q4 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • MONECO Advisors held 22,536 shares of State Street SPDR S&P 500 ETF Trust worth $14.7M as of Q1 2026.
  • MONECO Advisors bought 469 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $319K.
  • State Street SPDR S&P 500 ETF Trust made up 1.14% of MONECO Advisors's portfolio in Q1 2026, its #18 holding.
  • MONECO Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $16.1M in Q4 2024.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.