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

MRA Advisory Group’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 		$1.25M Sell
1,668
-570
-25% -$413K 0.45% 50
2026
Q1 		$1.46M Sell
2,238
-143
-6% -$97.2K 0.59% 38
2025
Q4 		$1.62M Buy
2,381
+656
+38% +$443K 0.68% 30
2025
Q3 		$1.15M Buy
1,725
+120
+7% +$76.9K 0.5% 30
2025
Q2 		$992K Buy
1,605
+22
+1% +$12.6K 0.46% 29
2025
Q1 		$886K Sell
1,583
-15
-0.9% -$8.82K 0.47% 29
2024
Q4 		$937K Buy
1,598
+16
+1% +$9.43K 0.5% 32
2024
Q3 		$908K Sell
1,582
-5
-0.3% -$2.77K 0.5% 29
2024
Q2 		$863K Sell
1,587
-37
-2% -$19.4K 0.49% 30
2024
Q1 		$849K Buy
1,624
+206
+15% +$103K 0.51% 28
2023
Q4 		$674K Buy
1,418
+102
+8% +$45.4K 0.44% 35
2023
Q3 		$562K Buy
1,316
+345
+36% +$153K 0.4% 50
2023
Q2 		$430K Buy
971
+219
+29% +$91.9K 0.3% 57
2023
Q1 		$308K Sell
752
-368
-33% -$147K 0.22% 76
2022
Q4 		$428K Buy
1,120
+18
+2% +$6.92K 0.34% 64
2022
Q3 		$397K Sell
1,102
-50
-4% -$19.9K 0.34% 67
2022
Q2 		$435K Buy
1,152
+7
+0.6% +$2.87K 0.38% 60
2022
Q1 		$517K Sell
1,145
-418
-27% -$186K 0.39% 55
2021
Q4 		$742K Buy
1,563
+453
+41% +$208K 0.57% 43
2021
Q3 		$476K Hold
1,110
– – 0.4% 59
2021
Q2 		$475K Sell
1,110
-74
-6% -$30.9K 0.41% 52
2021
Q1 		$469K Sell
1,184
-296
-20% -$114K 0.44% 53
2020
Q4 		$553K Buy
+1,480
New +$525K 0.54% 44

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

MRA Advisory Group's SPY Position: Q2 2026 in Review

MRA Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 25% in Q2 2026, selling an estimated $413K and leaving 1,668 shares worth $1.25M. The position accounts for 0.45% of the portfolio, ranked #50.

MRA Advisory Group first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.62M in Q4 2025. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • MRA Advisory Group held 1,668 shares of State Street SPDR S&P 500 ETF Trust worth $1.25M as of Q2 2026.
  • MRA Advisory Group sold 570 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $413K.
  • State Street SPDR S&P 500 ETF Trust made up 0.45% of MRA Advisory Group's portfolio in Q2 2026, its #50 holding.
  • MRA Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • MRA Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.62M in Q4 2025.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.