Mustard Seed Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mustard Seed Financial’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	$360K	Buy	553 +37	+7%	+$25.2K	0.22%	63
2025 Q4	$352K	Buy	516 +4	+0.8%	+$2.7K	0.22%	63
2025 Q3	$341K	Buy	512 +7	+1%	+$4.49K	0.22%	66
2025 Q2	$312K	Buy	505 +1	+0.2%	+$572	0.22%	65
2025 Q1	$282K	Hold	504	–	–	0.23%	69
2024 Q4	$295K	Buy	504 +5	+1%	+$2.95K	0.24%	69
2024 Q3	$286K	Buy	499 +4	+0.8%	+$2.21K	0.24%	70
2024 Q2	$269K	Buy	495 +2	+0.4%	+$1.05K	0.26%	68
2024 Q1	$258K	Hold	493	–	–	0.26%	70
2023 Q4	$234K	Buy	+493	New	+$220K	0.26%	67

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

Mustard Seed Financial's SPY Position: Q1 2026 in Review

Mustard Seed Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.2% in Q1 2026, buying an estimated $25.2K and bringing the position to 553 shares worth $360K. The position accounts for 0.22% of the portfolio, ranked #63.

Mustard Seed Financial first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Mustard Seed Financial held 553 shares of State Street SPDR S&P 500 ETF Trust worth $360K as of Q1 2026.
Mustard Seed Financial bought 37 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $25.2K.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Mustard Seed Financial's portfolio in Q1 2026, its #63 holding.
Mustard Seed Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.