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Access Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Access Investment Management’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
Q1 		$26K Hold
40
– – 0.01% 122
2025
Q4 		$26.6K Hold
40
– – 0.01% 120
2025
Q3 		$26.6K Hold
40
– – 0.01% 120
2025
Q2 		$24.7K Buy
+40
New +$22.9K 0.01% 123

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Access Investment Management's SPY Position: Q1 2026 in Review

Access Investment Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 40 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #122.

Access Investment Management first reported a position in SPY in Q2 2025 and has held it in 4 quarters since. The position peaked at $26.6K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Access Investment Management held 40 shares of State Street SPDR S&P 500 ETF Trust worth $26K as of Q1 2026.
  • Access Investment Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.01% of Access Investment Management's portfolio in Q1 2026, its #122 holding.
  • Access Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 4 quarters since.
  • Access Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $26.6K in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.