Morangie Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Morangie Management’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	$15.4M	Buy	20,177 +57	+0.3%	+$43.3K	12.92%	1
2026 Q2	$15.1M	Sell	20,120 -81	-0.4%	-$58.7K	12.51%	1
2026 Q1	$13.2M	Sell	20,201 -399	-2%	-$271K	12.13%	1
2025 Q4	$14.1M	Sell	20,600 -1,596	-7%	-$1.08M	11.21%	1
2025 Q3	$14.8M	Sell	22,196 -133	-0.6%	-$85.3K	12.78%	1
2025 Q2	$13.8M	Buy	22,329 +3,003	+16%	+$1.72M	11.99%	3
2025 Q1	$10.8M	Sell	19,326 -4,299	-18%	-$2.53M	10.51%	3
2024 Q4	$13.9M	Buy	+23,625	New	+$13.9M	11.12%	3

Other funds holding SPY

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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 26.78% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Morangie Management's SPY Position: Q3 2026 in Review

Morangie Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.28% in Q3 2026, buying an estimated $43.3K and bringing the position to 20,177 shares worth $15.4M. The position accounts for 12.92% of the portfolio, ranked #1.

Morangie Management first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 1,372 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Morangie Management held 20,177 shares of State Street SPDR S&P 500 ETF Trust worth $15.4M as of Q3 2026.
Morangie Management bought 57 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $43.3K.
State Street SPDR S&P 500 ETF Trust made up 12.92% of Morangie Management's portfolio in Q3 2026, its #1 holding.
Morangie Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
1,372 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Morangie Management's 13F filing for Q3 2026, filed 15 Oct 2026.