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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

William Mack & Associates's SPY Position: Q2 2026 in Review

William Mack & Associates increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q2 2026, buying an estimated $136K and bringing the position to 1,475 shares worth $1.1M. The position accounts for 0.39% of the portfolio, ranked #29.

William Mack & Associates first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

William Mack & Associates held 1,475 shares of State Street SPDR S&P 500 ETF Trust worth $1.1M as of Q2 2026.
William Mack & Associates bought 188 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $136K.
State Street SPDR S&P 500 ETF Trust made up 0.39% of William Mack & Associates's portfolio in Q2 2026, its #29 holding.
William Mack & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.