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Apexium Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Apexium Financial’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 		$463M Buy
694,962
+3,986
+0.6% +$2.56M 22.52% 1
2025
Q2 		$427M Buy
690,976
+3,154
+0.5% +$1.8M 22.65% 1
2025
Q1 		$385M Buy
687,822
+13,801
+2% +$8.11M 22.94% 1
2024
Q4 		$395M Sell
674,021
-297
-0% -$175K 23.97% 1
2024
Q3 		$387M Buy
674,318
+3,152
+0.5% +$1.74M 25.51% 1
2024
Q2 		$365M Buy
671,166
+10,146
+2% +$5.31M 26.09% 1
2024
Q1 		$346M Sell
661,020
-6,341
-1% -$3.16M 26.22% 1
2023
Q4 		$317M Sell
667,361
-19,091
-3% -$8.5M 22.79% 1
2023
Q3 		$293M Buy
686,452
+3,252
+0.5% +$1.45M 29.42% 1
2023
Q2 		$304M Sell
683,200
-4
-0% -$1.68K 26.9% 1
2023
Q1 		$280M Sell
683,204
-3,608
-0.5% -$1.44M 27.44% 1
2022
Q4 		$263M Sell
686,812
-40,762
-6% -$15.7M 27.25% 1
2022
Q3 		$259M Buy
727,574
+644,597
+777% +$256M 32.18% 1
2022
Q2 		$32.8M Buy
82,977
+16,321
+24% +$6.69M 18.86% 1
2022
Q1 		$31.6M Buy
66,656
+612
+0.9% +$272K 16.59% 1
2021
Q4 		$31.4M Buy
66,044
+5,817
+10% +$2.67M 16.19% 1
2021
Q3 		$25.8M Buy
60,227
+12,555
+26% +$5.54M 14.94% 1
2021
Q2 		$20.6M Buy
47,672
+9,940
+26% +$4.15M 12.81% 1
2021
Q1 		$14.9M Buy
37,732
+1,484
+4% +$572K 10.95% 1
2020
Q4 		$13.6M Buy
36,248
+523
+1% +$186K 10.72% 1
2020
Q3 		$12.1M Buy
35,725
+8,261
+30% +$2.74M 9.82% 1
2020
Q2 		$8.47M Buy
27,464
+6,949
+34% +$2.03M 7.66% 3
2020
Q1 		$5.29M Buy
20,515
+5,778
+39% +$1.76M 7% 4
2019
Q4 		$4.79M Buy
+14,737
New +$4.54M 6.19% 3
2018
Q4 		$832K Buy
+3,328
New +$897K 7.98% 4

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apexium Financial's SPY Position: Q3 2025 in Review

Apexium Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.58% in Q3 2025, buying an estimated $2.56M and bringing the position to 694,962 shares worth $463M. The position accounts for 22.52% of the portfolio, ranked #1.

Apexium Financial first reported a position in SPY in Q4 2018 and has held it in 25 quarters since. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

  • Apexium Financial held 694,962 shares of State Street SPDR S&P 500 ETF Trust worth $463M as of Q3 2025.
  • Apexium Financial bought 3,986 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $2.56M.
  • State Street SPDR S&P 500 ETF Trust made up 22.52% of Apexium Financial's portfolio in Q3 2025, its #1 holding.
  • Apexium Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 25 quarters since.
  • 4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.