Mullaney, Keating & Wright’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mullaney, Keating & Wright’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	$1.15M	Buy	1,543 +57	+4%	+$41.3K	0.56%	24
2026 Q1	$966K	Buy	1,486 +58	+4%	+$39.4K	0.53%	26
2025 Q4	$974K	Buy	1,428 +22	+2%	+$14.9K	0.51%	26
2025 Q3	$937K	Buy	1,406 +350	+33%	+$224K	0.52%	25
2025 Q2	$653K	Buy	1,056 +11	+1%	+$6.29K	0.43%	28
2025 Q1	$585K	Buy	1,045 +3	+0.3%	+$1.76K	0.39%	26
2024 Q4	$611K	Buy	1,042 +13	+1%	+$7.66K	0.41%	25
2024 Q3	$590K	Buy	1,029 +6	+0.6%	+$3.32K	0.41%	26
2024 Q2	$557K	Buy	+1,023	New	+$535K	0.43%	24

Other funds holding SPY

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Floyd Capital Management Texarkana, Texas $132M AUM 20.87% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return