Advisory Research’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Advisory Research’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
2017 Q3	–	Sell	-1,225,500	Closed	-$1.05M	–	470
2017 Q2	$1.05M	Buy	1,225,500 +49,400	+4%	+$11.8M	0.02%	314
2017 Q1	$1.6M	Buy	+1,176,100	New	+$273M	0.02%	279

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

Advisory Research's SPY Position: Q2 2026 in Review

Advisory Research reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q2 2026, selling an estimated $10.9K and leaving 591 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #130.

Advisory Research first reported a position in SPY in Q4 2014 and has held it in 25 quarters since. The position peaked at $3.27M in Q4 2019. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Advisory Research held 591 shares of State Street SPDR S&P 500 ETF Trust worth $441K as of Q2 2026.
Advisory Research sold 15 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.9K.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Advisory Research's portfolio in Q2 2026, its #130 holding.
Advisory Research first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 25 quarters since.
Advisory Research's State Street SPDR S&P 500 ETF Trust position peaked at $3.27M in Q4 2019.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.