MRA Advisory Group
SPY icon

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
Q3 		$1.28M Buy
1,685
+17
+1% +$12.9K 0.48% 38
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% -$2.76K 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

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

MRA Advisory Group's SPY Position: Q3 2026 in Review

MRA Advisory Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q3 2026, buying an estimated $12.9K and bringing the position to 1,685 shares worth $1.28M. The position accounts for 0.48% of the portfolio, ranked #38.

MRA Advisory Group first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.62M in Q4 2025. 1,650 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • MRA Advisory Group held 1,685 shares of State Street SPDR S&P 500 ETF Trust worth $1.28M as of Q3 2026.
  • MRA Advisory Group bought 17 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $12.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.48% of MRA Advisory Group's portfolio in Q3 2026, its #38 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 24 quarters since.
  • MRA Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.62M in Q4 2025.
  • 1,650 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.