MAINSTAY CAPITAL MANAGEMENT LLC /ADV SPYU β€” BANK MONTREAL QUE

Ownership history in MAINSTAY CAPITAL MANAGEMENT LLC /ADV  Β·  1 quarter on record

AI Ownership Summary

MAINSTAY CAPITAL MANAGEMENT LLC /ADV reported BANK MONTREAL QUE (SPYU) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows SPYU at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPYU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MAINSTAY CAPITAL MANAGEMENT LLC /ADV's position in BANK MONTREAL QUE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPYU was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MAINSTAY CAPITAL MANAGEMENT LLC /ADV held SPYU β€” position size vs. price
% of Fund (quarterly)    SPYU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 4,727 β€” β€” 0.02% $259K 2026-01-27 $28.99

🏒 Other funds also holding SPYU

As of 2026 Q2 β€” sorted by position size

TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.0%

FAQ About MAINSTAY CAPITAL MANAGEMENT LLC /ADV and SPYU

These are the practical questions this page is built to answer before you even open the full history table.

How long has MAINSTAY CAPITAL MANAGEMENT LLC /ADV reported owning SPYU?

MAINSTAY CAPITAL MANAGEMENT LLC /ADV reported SPYU across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported SPYU position in MAINSTAY CAPITAL MANAGEMENT LLC /ADV's portfolio?

The largest reported portfolio weight for SPYU was 0.02% in 2025 Q4.

What is the latest reported SPYU position on this page?

The most recent filing on this page is 2025 Q4, when MAINSTAY CAPITAL MANAGEMENT LLC /ADV reported 4,727 shares, equal to 0.02% of portfolio, with an estimated market value of $259K.

What does the chart on this SPYU ownership page compare?

The chart compares MAINSTAY CAPITAL MANAGEMENT LLC /ADV's quarterly SPYU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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