Aperture Investors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Aperture Investors’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 Q2	$59.7M	Buy	+80,000	New	+$58M	5.4%	2
2026 Q1	–	Sell	-170,000	Closed	-$116M	–	101
2025 Q4	$116M	Buy	170,000 +167,600	+6,983%	+$113M	13.24%	1
2025 Q3	$1.6M	Buy	+2,400	New	+$1.54M	0.22%	74

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

Aperture Investors's SPY Position: Q1 2023 in Review

Aperture Investors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2023, closing a stake of 3,284 shares — an estimated $1.26M sold.

Aperture Investors first reported a position in SPY in Q2 2022 and held it in 3 quarters. The position peaked at $2.6M in Q3 2022. 3,256 funds tracked by Wall St. Rank hold SPY as of Q1 2023.

Aperture Investors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2023 after selling out during the quarter.
Aperture Investors sold 3,284 State Street SPDR S&P 500 ETF Trust shares in Q1 2023, an estimated $1.26M.
Aperture Investors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and held it in 3 quarters.
Aperture Investors's State Street SPDR S&P 500 ETF Trust position peaked at $2.6M in Q3 2022.
3,256 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2023.

Based on Aperture Investors's 13F filing for Q1 2023, filed 15 May 2023.