Mcdonald Partners LLC’s State Str Spdr S&P 500 Etf T Position
Does Mcdonald Partners LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 7.8K shares worth $5M (+1.19% of its 13F portfolio) as of Q1 2026, down from 8.3K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
7.8K
% of Portfolio
+1.19%
Quarters Held
22
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 7.8K | $5M | +1.19% |
| Q4 2025 | 8.3K | $6M | +1.79% |
| Q3 2025 | 7.8K | $5M | +1.56% |
| Q2 2025 | 7.8K | $5M | +1.15% |
| Q1 2025 | 7.8K | $4M | +1.14% |
| Q4 2024 | 8.3K | $5M | +1.25% |
| Q3 2024 | 8.3K | $5M | +1.19% |
| Q2 2024 | 8.2K | $4M | +1.20% |
| Q1 2024 | 8.3K | $4M | +1.19% |
| Q4 2023 | 8.4K | $4M | +1.19% |
| Q3 2023 | 8.3K | $4M | +1.16% |
| Q2 2023 | 8.4K | $4M | +1.13% |
| Q1 2023 | 8.6K | $4M | +1.14% |
| Q4 2022 | 9.0K | $3M | +1.17% |
| Q3 2022 | 8.7K | $3M | +1.18% |
| Q2 2022 | 9.8K | $4M | +0.94% |
| Q1 2022 | 9.4K | $4M | +0.92% |
| Q4 2021 | 283 | $134,743 | +0.12% |
| Q3 2021 | 9.3K | $4M | +0.93% |
| Q2 2021 | 19.0K | $8M | +1.50% |
| Q1 2021 | 19.3K | $8M | +1.53% |
| Q4 2020 | 10.5K | $4M | +1.11% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcdonald Partners LLC’s full portfolio or all institutional holders of SPY.