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

Morton Capital 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
2025
Q1 		– Hold
0
– -$586K – 116
2024
Q4 		– Hold
0
– – – 63

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Morton Capital Management's SPY Position: Q2 2026 in Review

Morton Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q2 2026, buying an estimated $1M and bringing the position to 12,336 shares worth $9.21M. The position accounts for 1.26% of the portfolio, ranked #13.

Morton Capital Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 1,509 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Morton Capital Management held 12,336 shares of State Street SPDR S&P 500 ETF Trust worth $9.21M as of Q2 2026.
  • Morton Capital Management bought 1,386 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1M.
  • State Street SPDR S&P 500 ETF Trust made up 1.26% of Morton Capital Management's portfolio in Q2 2026, its #13 holding.
  • Morton Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • 1,509 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.