Mutual Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Mutual Advisors's SPY Position: Q1 2026 in Review
Mutual Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q1 2026, buying an estimated $3.85M and bringing the position to 400,629 shares worth $261M. The position accounts for 5.58% of the portfolio, ranked #1.
Mutual Advisors first reported a position in SPY in Q4 2017 and has held it in 34 quarters since. The position peaked at $269M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Mutual Advisors held 400,629 shares of State Street SPDR S&P 500 ETF Trust worth $261M as of Q1 2026.
- Mutual Advisors bought 5,664 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.85M.
- State Street SPDR S&P 500 ETF Trust made up 5.58% of Mutual Advisors's portfolio in Q1 2026, its #1 holding.
- Mutual Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $269M in Q4 2025.
- 4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.