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

Muirfield Wealth 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	$937K	Buy	1,441 +850	+144%	+$578K	0.69%	33
2025 Q4	$403K	Sell	591 -6	-1%	-$4.05K	0.3%	54
2025 Q3	$398K	Buy	597 +2	+0.3%	+$1.28K	0.29%	55
2025 Q2	$368K	Sell	595 -148	-20%	-$84.6K	0.29%	55
2025 Q1	$416K	Buy	743 +2	+0.3%	+$1.18K	0.35%	49
2024 Q4	$434K	Sell	741 -4	-0.5%	-$2.36K	0.36%	47
2024 Q3	$427K	Buy	745 +148	+25%	+$81.8K	0.36%	47
2024 Q2	$325K	Sell	597 -1	-0.2%	-$523	0.3%	50
2024 Q1	$313K	Buy	598 +128	+27%	+$63.7K	0.3%	49
2023 Q4	$224K	Buy	+470	New	+$209K	0.24%	52

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

Muirfield Wealth Advisors's SPY Position: Q1 2026 in Review

Muirfield Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 144% in Q1 2026, buying an estimated $578K and bringing the position to 1,441 shares worth $937K. The position accounts for 0.69% of the portfolio, ranked #33.

Muirfield Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Muirfield Wealth Advisors held 1,441 shares of State Street SPDR S&P 500 ETF Trust worth $937K as of Q1 2026.
Muirfield Wealth Advisors bought 850 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $578K.
State Street SPDR S&P 500 ETF Trust made up 0.69% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #33 holding.
Muirfield Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.