Mullooly Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$323K Buy
432
+1
+0.2% +$725 0.1% 45
2026
Q1
$280K Sell
431
-59
-12% -$40.1K 0.1% 44
2025
Q4
$334K Buy
490
+2
+0.4% +$1.35K 0.12% 41
2025
Q3
$325K Buy
488
+1
+0.2% +$641 0.12% 41
2025
Q2
$301K Buy
487
+2
+0.4% +$1.14K 0.13% 41
2025
Q1
$272K Buy
+485
New +$285K 0.12% 42

Other funds holding SPY

Mullooly Asset Management's SPY Position: Q2 2026 in Review

Mullooly Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.23% in Q2 2026, buying an estimated $725 and bringing the position to 432 shares worth $323K. The position accounts for 0.1% of the portfolio, ranked #45.

Mullooly Asset Management first reported a position in SPY in Q1 2025 and has held it in 6 quarters since. The position peaked at $334K in Q4 2025. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Mullooly Asset Management held 432 shares of State Street SPDR S&P 500 ETF Trust worth $323K as of Q2 2026.
  • Mullooly Asset Management bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
  • State Street SPDR S&P 500 ETF Trust made up 0.1% of Mullooly Asset Management's portfolio in Q2 2026, its #45 holding.
  • Mullooly Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 6 quarters since.
  • Mullooly Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $334K in Q4 2025.
  • 4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Mullooly Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.