Altshuler Shaham’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Altshuler Shaham’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	$17.1K	Buy	100 +46	+85%	+$31.3K	﹤0.01%	239
2025 Q4	$27	Buy	+54	New	+$36.5K	﹤0.01%	396
2025 Q1	–	Sell	-10	Closed	-$106K	–	400
2024 Q4	$106K	Buy	+10	New	+$5.89K	﹤0.01%	123
2022 Q1	–	Sell	-2,635,914	Closed	-$1.25B	–	628
2021 Q4	$1.25B	Buy	+2,635,914	New	+$1.21B	10.69%	4
2019 Q1	–	Sell	-164	Closed	-$173K	–	337
2018 Q4	$173K	Buy	164 +34	+26%	+$9.17K	0.01%	111
2018 Q3	$38K	Buy	130 +20	+18%	+$5.7K	﹤0.01%	124
2018 Q2	$43K	Buy	+110	New	+$29.7K	﹤0.01%	112

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

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

Altshuler Shaham's SPY Position: Q1 2025 in Review

Altshuler Shaham sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 102 shares — an estimated $3.31K sold.

Altshuler Shaham first reported a position in SPY in Q4 2017 and held it in 20 quarters. The position peaked at $1.19B in Q1 2022. 4,172 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

Altshuler Shaham reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
Altshuler Shaham sold 102 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $3.31K.
Altshuler Shaham first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and held it in 20 quarters.
Altshuler Shaham's State Street SPDR S&P 500 ETF Trust position peaked at $1.19B in Q1 2022.
4,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.