Mutual Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mutual Advisors’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	$65K	Buy	+100	New	+$68K	﹤0.01%	1312
2023 Q1	–	Sell	-10,700	Closed	-$152K	–	1013
2022 Q4	$152K	Buy	10,700 +2,100	+24%	+$807K	0.01%	885
2022 Q3	$281K	Buy	8,600 +6,400	+291%	+$2.54M	0.01%	730
2022 Q2	$80K	Buy	+2,200	New	+$901K	0.01%	808
2021 Q1	–	Sell	-17,300	Closed	-$19K	–	823
2020 Q4	$19K	Buy	+17,300	New	+$6.14M	﹤0.01%	734
2020 Q2	–	Sell	-7,500	Closed	-$238K	–	677
2020 Q1	$238K	Buy	+7,500	New	+$2.29M	0.03%	455
2019 Q4	–	Sell	-28,000	Closed	-$17K	–	617
2019 Q3	$17K	Buy	28,000 +2,000	+8%	+$591K	﹤0.01%	542
2019 Q2	$23K	Buy	+26,000	New	+$7.49M	﹤0.01%	564

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

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.