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

Morton Community Bank’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	$390K	Sell	600 -125	-17%	-$85K	0.08%	101
2025 Q4	$502K	Sell	725 -235	-24%	-$159K	0.11%	99
2025 Q3	$655K	Buy	960 +6	+0.6%	+$3.85K	0.15%	98
2025 Q2	$589K	Hold	954	–	–	0.15%	96
2025 Q1	$534K	Hold	954	–	–	0.14%	95
2024 Q4	$559K	Hold	954	–	–	0.15%	99
2024 Q3	$547K	Hold	954	–	–	0.14%	98
2024 Q2	$519K	Hold	954	–	–	0.15%	97
2024 Q1	$499K	Hold	954	–	–	0.14%	98
2023 Q4	$453K	Buy	+954	New	+$425K	0.15%	100

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

Morton Community Bank's SPY Position: Q1 2026 in Review

Morton Community Bank reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q1 2026, selling an estimated $85K and leaving 600 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #101.

Morton Community Bank first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $655K in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Morton Community Bank held 600 shares of State Street SPDR S&P 500 ETF Trust worth $390K as of Q1 2026.
Morton Community Bank sold 125 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $85K.
State Street SPDR S&P 500 ETF Trust made up 0.08% of Morton Community Bank's portfolio in Q1 2026, its #101 holding.
Morton Community Bank first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Morton Community Bank's State Street SPDR S&P 500 ETF Trust position peaked at $655K in Q3 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.