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

MV Capital 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
2023 Q1	–	Hold	0	–	-$76.5K	–	703
2022 Q4	–	Hold	0	–	–	–	191
2022 Q3	–	Sell	-200	Closed	-$79.4K	–	189
2022 Q2	$75K	Hold	200	–	–	0.01%	189
2022 Q1	$90K	Hold	200	–	–	0.01%	180
2021 Q4	$95K	Hold	200	–	–	0.01%	168
2021 Q3	$86K	Hold	200	–	–	0.01%	167
2021 Q2	$86K	Hold	200	–	–	0.01%	159
2021 Q1	$79K	Hold	200	–	–	0.01%	152
2020 Q4	$75K	Hold	200	–	–	0.01%	148
2020 Q3	$67K	Hold	200	–	–	0.01%	142
2020 Q2	$62K	Buy	+200	New	+$58.5K	0.01%	145
2019 Q4	–	Sell	-200	Closed	-$59K	–	401
2019 Q3	$59K	Buy	+200	New	+$59.1K	0.01%	154

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

MV Capital Management's SPY Position: Q1 2026 in Review

MV Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q1 2026, selling an estimated $426K and leaving 3,846 shares worth $2.5M. The position accounts for 0.25% of the portfolio, ranked #72.

MV Capital Management first reported a position in SPY in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.22M in Q3 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

MV Capital Management held 3,846 shares of State Street SPDR S&P 500 ETF Trust worth $2.5M as of Q1 2026.
MV Capital Management sold 627 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $426K.
State Street SPDR S&P 500 ETF Trust made up 0.25% of MV Capital Management's portfolio in Q1 2026, its #72 holding.
MV Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 46 quarters since.
MV Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $3.22M in Q3 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.