Artisan Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Artisan Partners’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	$293M	Buy	+450,000	New	+$306M	0.47%	55
2025 Q4	–	Sell	-29,000	Closed	-$19.3M	–	374
2025 Q3	$19.3M	Buy	+29,000	New	+$18.6M	0.03%	284
2024 Q2	–	Sell	-145,600	Closed	-$76.2M	–	365
2024 Q1	$76.2M	Sell	145,600 -428,700	-75%	-$213M	0.11%	177
2023 Q4	$273M	Buy	+574,300	New	+$256M	0.42%	66
2023 Q2	–	Sell	-135,900	Closed	-$55.6M	–	338
2023 Q1	$55.6M	Buy	+135,900	New	+$54.2M	0.09%	200
2022 Q3	–	Sell	-79,900	Closed	-$30.1M	–	329
2022 Q2	$30.1M	Sell	79,900 -273,400	-77%	-$112M	0.05%	239
2022 Q1	$160M	Buy	353,300 +124,700	+55%	+$55.5M	0.21%	123
2021 Q4	$109M	Buy	228,600 +78,500	+52%	+$36M	0.13%	163
2021 Q3	$64.4M	Buy	+150,100	New	+$66.2M	0.08%	224
2021 Q1	–	Sell	-599,100	Closed	-$224M	–	383
2020 Q4	$224M	Buy	+599,100	New	+$213M	0.27%	106
2020 Q3	–	Sell	-511,400	Closed	-$158M	–	347
2020 Q2	$158M	Buy	+511,400	New	+$150M	0.25%	109
2018 Q4	–	Sell	-77,500	Closed	-$22.5M	–	298
2018 Q3	$22.5M	Buy	77,500 +45,000	+138%	+$12.8M	0.04%	209
2018 Q2	$8.82M	Buy	+32,500	New	+$8.78M	0.02%	234
2018 Q1	–	Sell	-93,000	Closed	-$24.8M	–	288
2017 Q4	$24.8M	Buy	+93,000	New	+$24.2M	0.05%	210

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

Artisan Partners's SPY Position: Q1 2025 in Review

Artisan Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 548 shares — an estimated $321K sold.

Artisan Partners first reported a position in SPY in Q1 2023 and held it in 2 quarters. The position peaked at $321K in Q4 2024. 4,171 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

Artisan Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
Artisan Partners sold 548 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $321K.
Artisan Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and held it in 2 quarters.
Artisan Partners's State Street SPDR S&P 500 ETF Trust position peaked at $321K in Q4 2024.
4,171 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Artisan Partners's 13F filing for Q1 2025, filed 14 May 2025.