MYCIO Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-10,000
Closed -$2.51M 260
2017
Q3
$2.51M Buy
+10,000
New +$2.47M 0.28% 35

Other funds holding SPY

MYCIO Wealth Partners's SPY Position: Q1 2026 in Review

MYCIO Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.18% in Q1 2026, buying an estimated $36K and bringing the position to 28,780 shares worth $18.7M. The position accounts for 3.73% of the portfolio, ranked #4.

MYCIO Wealth Partners first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $133M in Q4 2019. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • MYCIO Wealth Partners held 28,780 shares of State Street SPDR S&P 500 ETF Trust worth $18.7M as of Q1 2026.
  • MYCIO Wealth Partners bought 53 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $36K.
  • State Street SPDR S&P 500 ETF Trust made up 3.73% of MYCIO Wealth Partners's portfolio in Q1 2026, its #4 holding.
  • MYCIO Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
  • MYCIO Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $133M in Q4 2019.
  • 4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on MYCIO Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.