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 Q2	$36.5M	Sell	48,890 -761	-2%	-$552K	16.72%	1
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 $1.81T 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

MPWM Advisory Solutions's SPY Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q2 2026, selling an estimated $552K and leaving 48,890 shares worth $36.5M. The position accounts for 16.72% of the portfolio, ranked #1.

MPWM Advisory Solutions first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.9M in Q3 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

MPWM Advisory Solutions held 48,890 shares of State Street SPDR S&P 500 ETF Trust worth $36.5M as of Q2 2026.
MPWM Advisory Solutions sold 761 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $552K.
State Street SPDR S&P 500 ETF Trust made up 16.72% of MPWM Advisory Solutions's portfolio in Q2 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 7 quarters since.
MPWM Advisory Solutions's State Street SPDR S&P 500 ETF Trust position peaked at $36.9M in Q3 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.