Aspiriant LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Aspiriant LLC’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
2023 Q4	–	Sell	-500	Closed	-$214K	–	316
2023 Q3	$214K	Buy	+500	New	+$222K	0.01%	267

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

Aspiriant LLC's SPY Position: Q1 2026 in Review

Aspiriant LLC reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q1 2026, selling an estimated $499K and leaving 59,098 shares worth $38.4M. The position accounts for 1.09% of the portfolio, ranked #14.

Aspiriant LLC first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $145M in Q3 2015. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Aspiriant LLC held 59,098 shares of State Street SPDR S&P 500 ETF Trust worth $38.4M as of Q1 2026.
Aspiriant LLC sold 734 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $499K.
State Street SPDR S&P 500 ETF Trust made up 1.09% of Aspiriant LLC's portfolio in Q1 2026, its #14 holding.
Aspiriant LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Aspiriant LLC's State Street SPDR S&P 500 ETF Trust position peaked at $145M in Q3 2015.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.