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

AHL 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
2025 Q3	$484K	Buy	726 +46	+7%	+$29.5K	0.33%	49
2025 Q2	$420K	Hold	680	–	–	0.28%	50
2025 Q1	$380K	Sell	680 -25	-4%	-$14.7K	0.26%	54
2024 Q4	$413K	Hold	705	–	–	0.29%	54
2024 Q3	$405K	Hold	705	–	–	0.28%	53
2024 Q2	$384K	Sell	705 -10	-1%	-$5.23K	0.28%	54
2024 Q1	$374K	Hold	715	–	–	0.29%	49
2023 Q4	$340K	Sell	715 -50	-7%	-$22.3K	0.28%	49
2023 Q3	$327K	Hold	765	–	–	0.29%	51
2023 Q2	$339K	Sell	765 -562	-42%	-$236K	0.3%	49
2023 Q1	$543K	Buy	1,327 +75	+6%	+$29.9K	0.5%	43
2022 Q4	$479K	Hold	1,252	–	–	0.44%	44
2022 Q3	$447K	Buy	1,252 +500	+66%	+$199K	0.46%	41
2022 Q2	$284K	Buy	752 +137	+22%	+$56.1K	0.29%	49
2022 Q1	$278K	Buy	615 +200	+48%	+$89K	0.25%	53
2021 Q4	$197K	Buy	+415	New	+$191K	0.18%	61

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AHL Investment Management's SPY Position: Q3 2025 in Review

AHL Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.8% in Q3 2025, buying an estimated $29.5K and bringing the position to 726 shares worth $484K. The position accounts for 0.33% of the portfolio, ranked #49.

AHL Investment Management first reported a position in SPY in Q4 2021 and has held it in 16 quarters since. The position peaked at $543K in Q1 2023. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

AHL Investment Management held 726 shares of State Street SPDR S&P 500 ETF Trust worth $484K as of Q3 2025.
AHL Investment Management bought 46 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $29.5K.
State Street SPDR S&P 500 ETF Trust made up 0.33% of AHL Investment Management's portfolio in Q3 2025, its #49 holding.
AHL Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 16 quarters since.
AHL Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $543K in Q1 2023.
4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.