Aufman Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Aufman Associates’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	$796K	Sell	1,224 -31	-2%	-$21.1K	0.39%	23
2025 Q4	$856K	Sell	1,255 -20	-2%	-$13.5K	0.44%	22
2025 Q3	$849K	Sell	1,275 -34	-3%	-$21.8K	0.48%	23
2025 Q2	$809K	Sell	1,309 -17	-1%	-$9.72K	0.5%	22
2025 Q1	$742K	Sell	1,326 -29	-2%	-$17K	0.51%	22
2024 Q4	$794K	Sell	1,355 -39	-3%	-$23K	0.54%	20
2024 Q3	$800K	Sell	1,394 -76	-5%	-$42K	0.51%	19
2024 Q2	$800K	Hold	1,470	–	–	0.57%	17
2024 Q1	$769K	Sell	1,470 -40	-3%	-$19.9K	0.54%	17
2023 Q4	$718K	Sell	1,510 -19	-1%	-$8.46K	0.54%	17
2023 Q3	$654K	Hold	1,529	–	–	0.55%	18
2023 Q2	$678K	Sell	1,529 -31	-2%	-$13K	0.56%	17
2023 Q1	$639K	Hold	1,560	–	–	0.54%	17
2022 Q4	$597K	Buy	1,560 +21	+1%	+$8.07K	0.55%	15
2022 Q3	$550K	Hold	1,539	–	–	0.58%	16
2022 Q2	$581K	Sell	1,539 -88	-5%	-$36K	0.55%	15
2022 Q1	$735K	Sell	1,627 -24	-1%	-$10.7K	0.58%	16
2021 Q4	$784K	Sell	1,651 -11	-0.7%	-$5.05K	0.58%	15
2021 Q3	$713K	Sell	1,662 -170	-9%	-$75K	0.59%	17
2021 Q2	$784K	Sell	1,832 -20	-1%	-$8.35K	0.6%	17
2021 Q1	$734K	Sell	1,852 -260	-12%	-$100K	0.61%	17
2020 Q4	$790K	Hold	2,112	–	–	0.71%	16
2020 Q3	$707K	Sell	2,112 -78	-4%	-$25.9K	0.76%	15
2020 Q2	$675K	Hold	2,190	–	–	0.77%	15
2020 Q1	$564K	Hold	2,190	–	–	0.78%	14
2019 Q4	$705K	Buy	+2,190	New	+$674K	0.73%	15

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

Aufman Associates's SPY Position: Q1 2026 in Review

Aufman Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q1 2026, selling an estimated $21.1K and leaving 1,224 shares worth $796K. The position accounts for 0.39% of the portfolio, ranked #23.

Aufman Associates first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $856K in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Aufman Associates held 1,224 shares of State Street SPDR S&P 500 ETF Trust worth $796K as of Q1 2026.
Aufman Associates sold 31 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $21.1K.
State Street SPDR S&P 500 ETF Trust made up 0.39% of Aufman Associates's portfolio in Q1 2026, its #23 holding.
Aufman Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
Aufman Associates's State Street SPDR S&P 500 ETF Trust position peaked at $856K in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.