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

Moneta Group 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
2018 Q4	–	Sell	-2,800	Closed	-$8K	–	244
2018 Q3	$8K	Buy	+2,800	New	+$797K	﹤0.01%	237
2018 Q2	–	Sell	-18,000	Closed	-$4.74M	–	608
2018 Q1	$4.74M	Buy	18,000 +6,400	+55%	+$1.75M	0.63%	27
2017 Q4	$3.1M	Buy	+11,600	New	+$3.02M	0.47%	29

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

Moneta Group Investment Advisors's SPY Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.3% in Q1 2026, buying an estimated $5.11M and bringing the position to 182,562 shares worth $119M. The position accounts for 0.89% of the portfolio, ranked #24.

Moneta Group Investment Advisors first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $119M in Q4 2025. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Moneta Group Investment Advisors held 182,562 shares of State Street SPDR S&P 500 ETF Trust worth $119M as of Q1 2026.
Moneta Group Investment Advisors bought 7,513 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $5.11M.
State Street SPDR S&P 500 ETF Trust made up 0.89% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #24 holding.
Moneta Group Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Moneta Group Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $119M in Q4 2025.
4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.