William Mack & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

William Mack & Associates’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 Q2	$1.1M	Buy	1,475 +188	+15%	+$136K	0.39%	29
2026 Q1	$837K	Sell	1,287 -70	-5%	-$47.6K	0.48%	26
2025 Q4	$926K	Buy	1,357 +70	+5%	+$47.3K	0.44%	26
2025 Q3	$858K	Sell	1,287 -8	-0.6%	-$5.13K	0.46%	29
2025 Q2	$800K	Buy	1,295 +12	+0.9%	+$6.86K	0.51%	29
2025 Q1	$718K	Buy	1,283 +30	+2%	+$17.6K	0.61%	27
2024 Q4	$734K	Buy	+1,253	New	+$738K	0.77%	26

Other funds holding SPY

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Trust Asset Management Houston, Texas $726M AUM 22.35% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Floyd Capital Management Texarkana, Texas $132M AUM 20.87% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return