MPWM Advisory Solutions’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

MPWM Advisory Solutions’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	$32.3M	Buy	49,651 +716	+1%	+$487K	17.11%	1
2025 Q4	$33.4M	Sell	48,935 -6,433	-12%	-$4.35M	18.59%	1
2025 Q3	$36.9M	Buy	55,368 +217	+0.4%	+$139K	21.93%	1
2025 Q2	$34.1M	Buy	55,151 +1,591	+3%	+$909K	21.56%	1
2025 Q1	$30M	Buy	53,560 +137	+0.3%	+$80.5K	21.74%	1
2024 Q4	$31.3M	Buy	+53,423	New	+$31.5M	22.88%	1

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

MPWM Advisory Solutions's SPY Position: Q1 2026 in Review

MPWM Advisory Solutions increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q1 2026, buying an estimated $487K and bringing the position to 49,651 shares worth $32.3M. The position accounts for 17.11% of the portfolio, ranked #1.

MPWM Advisory Solutions first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.9M in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

MPWM Advisory Solutions held 49,651 shares of State Street SPDR S&P 500 ETF Trust worth $32.3M as of Q1 2026.
MPWM Advisory Solutions bought 716 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $487K.
State Street SPDR S&P 500 ETF Trust made up 17.11% of MPWM Advisory Solutions's portfolio in Q1 2026, its #1 holding.
MPWM Advisory Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's State Street SPDR S&P 500 ETF Trust position peaked at $36.9M in Q3 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.