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

Angeles Investment Advisors’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
Q1 		– Sell
-1,810
Closed -$1.06M – 171
2024
Q4 		$1.06M Hold
1,810
– – 0.05% 43
2024
Q3 		$1.04M Sell
1,810
-330
-15% -$182K 0.05% 44
2024
Q2 		$1.17M Buy
2,140
+114
+6% +$59.7K 0.06% 44
2024
Q1 		$1.06M Hold
2,026
– – 0.06% 44
2023
Q4 		$967K Buy
+2,026
New +$902K 0.06% 43
2022
Q1 		– Sell
-44,004
Closed -$20.9M – 200
2021
Q4 		$20.9M Buy
44,004
+3,636
+9% +$1.67M 1.04% 13
2021
Q3 		$17.3M Buy
40,368
+2,669
+7% +$1.18M 1.01% 16
2021
Q2 		$16.1M Buy
37,699
+2,500
+7% +$1.04M 1.01% 14
2021
Q1 		$13.9M Buy
35,199
+711
+2% +$274K 1.08% 11
2020
Q4 		$12.9M Sell
34,488
-324
-0.9% -$115K 1.3% 10
2020
Q3 		$11.7M Buy
34,812
+1,360
+4% +$451K 1.46% 7
2020
Q2 		$10.3M Buy
33,452
+10,630
+47% +$3.11M 1.46% 9
2020
Q1 		$5.9M Buy
22,822
+18,917
+484% +$5.77M 1.59% 8
2019
Q4 		$1.26M Sell
3,905
-125,578
-97% -$38.7M 0.25% 22
2019
Q3 		$38.4M Buy
129,483
+743
+0.6% +$220K 8.29% 3
2019
Q2 		$37.7M Buy
128,740
+127,063
+7,577% +$36.6M 9.26% 4
2019
Q1 		$474K Sell
1,677
-4,779
-74% -$1.3M 0.45% 27
2018
Q4 		$1.61M Buy
+6,456
New +$1.74M 1.4% 13

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Angeles Investment Advisors's SPY Position: Q1 2025 in Review

Angeles Investment Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 1,810 shares — an estimated $1.06M sold.

Angeles Investment Advisors first reported a position in SPY in Q4 2018 and held it in 18 quarters. The position peaked at $38.4M in Q3 2019. 4,171 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

  • Angeles Investment Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 1,810 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $1.06M.
  • Angeles Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and held it in 18 quarters.
  • Angeles Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $38.4M in Q3 2019.
  • 4,171 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.