Moors & Cabot’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Moors & Cabot’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
2022 Q3	–	Sell	-1,700	Closed	-$13K	–	867
2022 Q2	$13K	Buy	+1,700	New	+$696K	﹤0.01%	790

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Moors & Cabot's SPY Position: Q2 2026 in Review

Moors & Cabot increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q2 2026, buying an estimated $412K and bringing the position to 28,490 shares worth $21.3M. The position accounts for 0.83% of the portfolio, ranked #17.

Moors & Cabot first reported a position in SPY in Q1 2014 and has held it in 50 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Moors & Cabot held 28,490 shares of State Street SPDR S&P 500 ETF Trust worth $21.3M as of Q2 2026.
Moors & Cabot bought 568 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $412K.
State Street SPDR S&P 500 ETF Trust made up 0.83% of Moors & Cabot's portfolio in Q2 2026, its #17 holding.
Moors & Cabot first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2014 and has held it in 50 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.