MPS Loria Financial Planners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.05M | Sell |
4,686
-21
| -0.4% | -$14.3K | 0.8% | 11 |
|
|
2025
Q4 | $3.21M | Buy |
4,707
+303
| +7% | +$205K | 0.83% | 12 |
|
|
2025
Q3 | $2.93M | Buy |
4,404
+72
| +2% | +$46.2K | 0.78% | 13 |
|
|
2025
Q2 | $2.68M | Sell |
4,332
-34
| -0.8% | -$19.4K | 0.79% | 13 |
|
|
2025
Q1 | $2.44M | Sell |
4,366
-85
| -2% | -$50K | 0.72% | 14 |
|
|
2024
Q4 | $2.61M | Sell |
4,451
-50
| -1% | -$29.5K | 0.77% | 12 |
|
|
2024
Q3 | $2.58M | Buy |
4,501
+56
| +1% | +$31K | 0.77% | 12 |
|
|
2024
Q2 | $2.42M | Buy |
4,445
+25
| +0.6% | +$13.1K | 0.78% | 12 |
|
|
2024
Q1 | $2.31M | Sell |
4,420
-49
| -1% | -$24.4K | 0.78% | 12 |
|
|
2023
Q4 | $2.12M | Sell |
4,469
-65
| -1% | -$29K | 0.75% | 14 |
|
|
2023
Q3 | $1.94M | Buy |
4,534
+815
| +22% | +$362K | 0.76% | 12 |
|
|
2023
Q2 | $1.65M | Sell |
3,719
-49
| -1% | -$20.6K | 0.62% | 15 |
|
|
2023
Q1 | $1.54M | Sell |
3,768
-239
| -6% | -$95.4K | 0.62% | 15 |
|
|
2022
Q4 | $1.53M | Sell |
4,007
-19,415
| -83% | -$7.46M | 0.68% | 15 |
|
|
2022
Q3 | $8.37M | Buy |
23,422
+19,728
| +534% | +$7.83M | 3.25% | 7 |
|
|
2022
Q2 | $1.39M | Buy |
3,694
+1
| +0% | +$410 | 0.63% | 15 |
|
|
2022
Q1 | $1.67M | Sell |
3,693
-25
| -0.7% | -$11.1K | 0.7% | 15 |
|
|
2021
Q4 | $1.77M | Sell |
3,718
-27
| -0.7% | -$12.4K | 0.72% | 15 |
|
|
2021
Q3 | $1.61M | Sell |
3,745
-93
| -2% | -$41K | 0.74% | 14 |
|
|
2021
Q2 | $1.64M | Buy |
3,838
+454
| +13% | +$190K | 0.76% | 14 |
|
|
2021
Q1 | $1.34M | Sell |
3,384
-3
| -0.1% | -$1.16K | 0.62% | 18 |
|
|
2020
Q4 | $1.25M | Buy |
3,387
+2,146
| +173% | +$761K | 0.56% | 22 |
|
|
2020
Q3 | $416K | Sell |
1,241
-10
| -0.8% | -$3.31K | 0.22% | 37 |
|
|
2020
Q2 | $386K | Sell |
1,251
-594
| -32% | -$174K | 0.21% | 35 |
|
|
2020
Q1 | $475K | Buy |
1,845
+2
| +0.1% | +$610 | 0.36% | 26 |
|
|
2019
Q4 | $593K | Buy |
1,843
+2
| +0.1% | +$616 | 0.35% | 30 |
|
|
2019
Q3 | $546K | Buy |
1,841
+1
| +0.1% | +$295 | 0.35% | 28 |
|
|
2019
Q2 | $539K | Sell |
1,840
-30
| -2% | -$8.64K | 0.34% | 30 |
|
|
2019
Q1 | $528K | Sell |
1,870
-146
| -7% | -$39.7K | 0.35% | 30 |
|
|
2018
Q4 | $504K | Buy |
2,016
+2
| +0.1% | +$539 | 0.36% | 30 |
|
|
2018
Q3 | $527K | Buy |
2,014
+203
| +11% | +$57.8K | 0.33% | 32 |
|
|
2018
Q2 | $491K | Buy |
1,811
+3
| +0.2% | +$810 | 0.49% | 31 |
|
|
2018
Q1 | $476K | Sell |
1,808
-14
| -0.8% | -$3.82K | 0.34% | 32 |
|
|
2017
Q4 | $486K | Buy |
1,822
+3
| +0.2% | +$780 | 0.33% | 35 |
|
|
2017
Q3 | $457K | Sell |
1,819
-1
| -0.1% | -$247 | 0.33% | 36 |
|
|
2017
Q2 | $449K | Buy |
+1,820
| New | +$436K | 0.3% | 38 |
|
Other funds holding SPY
MPS Loria Financial Planners's SPY Position: Q1 2026 in Review
MPS Loria Financial Planners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.45% in Q1 2026, selling an estimated $14.3K and leaving 4,686 shares worth $3.05M. The position accounts for 0.8% of the portfolio, ranked #11.
MPS Loria Financial Planners first reported a position in SPY in Q2 2017 and has held it in 36 quarters since. The position peaked at $8.37M in Q3 2022. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- MPS Loria Financial Planners held 4,686 shares of State Street SPDR S&P 500 ETF Trust worth $3.05M as of Q1 2026.
- MPS Loria Financial Planners sold 21 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $14.3K.
- State Street SPDR S&P 500 ETF Trust made up 0.8% of MPS Loria Financial Planners's portfolio in Q1 2026, its #11 holding.
- MPS Loria Financial Planners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2017 and has held it in 36 quarters since.
- MPS Loria Financial Planners's State Street SPDR S&P 500 ETF Trust position peaked at $8.37M in Q3 2022.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.