Advisory Research’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Advisory Research's SPY Position: Q1 2026 in Review
Advisory Research reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 66% in Q1 2026, selling an estimated $810K and leaving 606 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #132.
Advisory Research first reported a position in SPY in Q4 2014 and has held it in 24 quarters since. The position peaked at $3.27M in Q4 2019. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Advisory Research held 606 shares of State Street SPDR S&P 500 ETF Trust worth $394K as of Q1 2026.
- Advisory Research sold 1,192 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $810K.
- State Street SPDR S&P 500 ETF Trust made up 0.05% of Advisory Research's portfolio in Q1 2026, its #132 holding.
- Advisory Research first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 24 quarters since.
- Advisory Research's State Street SPDR S&P 500 ETF Trust position peaked at $3.27M in Q4 2019.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.