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 Q2	$1.07M	Sell	1,439 -2	-0.1%	-$1.45K	0.7%	32
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 $1.81T 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

Muirfield Wealth Advisors's SPY Position: Q2 2026 in Review

Muirfield Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.14% in Q2 2026, selling an estimated $1.45K and leaving 1,439 shares worth $1.07M. The position accounts for 0.7% of the portfolio, ranked #32.

Muirfield Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Muirfield Wealth Advisors held 1,439 shares of State Street SPDR S&P 500 ETF Trust worth $1.07M as of Q2 2026.
Muirfield Wealth Advisors sold 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
State Street SPDR S&P 500 ETF Trust made up 0.7% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #32 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 11 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.