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

Mountain Capital 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
2026 Q2	$578K	Buy	774 +47	+6%	+$34.1K	0.08%	34
2026 Q1	$520K	Sell	727 -326	-31%	-$222K	0.08%	32
2025 Q4	$726K	Sell	1,053 -50	-5%	-$33.8K	0.12%	25
2025 Q3	$737K	Buy	+1,103	New	+$707K	0.13%	25
2017 Q4	–	Sell	-20	Closed	-$5K	–	368
2017 Q3	$5K	Buy	20 +10	+100%	+$2.46K	﹤0.01%	349
2017 Q2	$2K	Buy	+10	New	+$2.4K	﹤0.01%	459

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

Mountain Capital Investment Advisors's SPY Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.5% in Q2 2026, buying an estimated $34.1K and bringing the position to 774 shares worth $578K. The position accounts for 0.08% of the portfolio, ranked #34.

Mountain Capital Investment Advisors first reported a position in SPY in Q2 2017 and has held it in 6 quarters since. The position peaked at $737K in Q3 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Mountain Capital Investment Advisors held 774 shares of State Street SPDR S&P 500 ETF Trust worth $578K as of Q2 2026.
Mountain Capital Investment Advisors bought 47 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $34.1K.
State Street SPDR S&P 500 ETF Trust made up 0.08% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #34 holding.
Mountain Capital Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2017 and has held it in 6 quarters since.
Mountain Capital Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $737K in Q3 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.