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

Mullooly Asset Management’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 Q3	$330K	Buy	434 +2	+0.5%	+$1.52K	0.1%	43
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Mullooly Asset Management's SPY Position: Q3 2026 in Review

Mullooly Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.46% in Q3 2026, buying an estimated $1.52K and bringing the position to 434 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #43.

Mullooly Asset Management first reported a position in SPY in Q1 2025 and has held it in 7 quarters since. The position peaked at $334K in Q4 2025. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Mullooly Asset Management held 434 shares of State Street SPDR S&P 500 ETF Trust worth $330K as of Q3 2026.
Mullooly Asset Management bought 2 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.52K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Mullooly Asset Management's portfolio in Q3 2026, its #43 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 7 quarters since.
Mullooly Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $334K in Q4 2025.
3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Mullooly Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.