MSH Capital Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

MSH Capital Advisors’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	$1.97M	Sell	3,037 -261	-8%	-$177K	0.42%	69
2025 Q4	$2.25M	Buy	3,298 +73	+2%	+$49.3K	0.48%	58
2025 Q3	$2.15M	Buy	3,225 +468	+17%	+$300K	0.58%	51
2025 Q2	$1.7M	Buy	2,757 +53	+2%	+$30.3K	0.49%	58
2025 Q1	$1.51M	Sell	2,704 -116	-4%	-$68.2K	0.47%	64
2024 Q4	$1.65M	Buy	2,820 +39	+1%	+$23K	0.52%	56
2024 Q3	$1.6M	Sell	2,781 -252	-8%	-$139K	0.49%	66
2024 Q2	$1.65M	Buy	3,033 +98	+3%	+$51.3K	0.55%	58
2024 Q1	$1.54M	Sell	2,935 -51	-2%	-$25.4K	0.54%	59
2023 Q4	$1.42M	Sell	2,986 -1,332	-31%	-$593K	0.53%	61
2023 Q3	$1.85M	Buy	4,318 +768	+22%	+$342K	0.72%	46
2023 Q2	$1.57M	Buy	3,550 +623	+21%	+$261K	0.58%	60
2023 Q1	$1.2M	Sell	2,927 -36	-1%	-$14.4K	0.51%	68
2022 Q4	$1.13M	Sell	2,963 -126	-4%	-$48.4K	0.51%	70
2022 Q3	$1.1M	Buy	3,089 +357	+13%	+$142K	0.54%	69
2022 Q2	$1.03M	Buy	2,732 +107	+4%	+$43.8K	0.48%	73
2022 Q1	$1.19M	Buy	2,625 +1,151	+78%	+$512K	0.49%	67
2021 Q4	$700K	Buy	+1,474	New	+$677K	0.31%	87

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

MSH Capital Advisors's SPY Position: Q1 2026 in Review

MSH Capital Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.9% in Q1 2026, selling an estimated $177K and leaving 3,037 shares worth $1.97M. The position accounts for 0.42% of the portfolio, ranked #69.

MSH Capital Advisors first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.25M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

MSH Capital Advisors held 3,037 shares of State Street SPDR S&P 500 ETF Trust worth $1.97M as of Q1 2026.
MSH Capital Advisors sold 261 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $177K.
State Street SPDR S&P 500 ETF Trust made up 0.42% of MSH Capital Advisors's portfolio in Q1 2026, its #69 holding.
MSH Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
MSH Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.25M in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.