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

Autumn Glory 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	$8.06M	Sell	12,399 -634	-5%	-$431K	2.96%	4
2025 Q4	$8.89M	Buy	13,033 +34	+0.3%	+$23K	3.11%	2
2025 Q3	$8.66M	Buy	12,999 +209	+2%	+$134K	3.56%	3
2025 Q2	$7.9M	Buy	12,790 +1,776	+16%	+$1.02M	3.7%	3
2025 Q1	$6.16M	Sell	11,014 -2,390	-18%	-$1.4M	3.06%	5
2024 Q4	$7.86M	Sell	13,404 -3,076	-19%	-$1.81M	3.86%	3
2024 Q3	$9.46M	Buy	16,480 +3,100	+23%	+$1.71M	3.64%	1
2024 Q2	$7.28M	Sell	13,380 -666	-5%	-$349K	3.72%	3
2024 Q1	$7.35M	Buy	14,046 +666	+5%	+$332K	3.59%	3
2023 Q4	$6.35M	Buy	13,380 +21	+0.2%	+$9.36K	3.62%	3
2023 Q3	$5.59M	Buy	13,359 +662	+5%	+$294K	3.42%	4
2023 Q2	$5.63M	Buy	12,697 +2,706	+27%	+$1.14M	4.12%	1
2023 Q1	$4.09M	Sell	9,991 -3,330	-25%	-$1.33M	3.5%	4
2022 Q4	$5.09M	Buy	13,321 +2,304	+21%	+$886K	2.72%	6
2022 Q3	$3.94M	Buy	11,017 +103	+0.9%	+$40.9K	2.65%	6
2022 Q2	$4.12M	Buy	10,914 +976	+10%	+$400K	3.04%	5
2022 Q1	$4.49M	Sell	9,938 -2,312	-19%	-$1.03M	2.6%	6
2021 Q4	$5.82M	Buy	+12,250	New	+$5.62M	2.43%	4

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

Autumn Glory Partners's SPY Position: Q1 2026 in Review

Autumn Glory Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.9% in Q1 2026, selling an estimated $431K and leaving 12,399 shares worth $8.06M. The position accounts for 2.96% of the portfolio, ranked #4.

Autumn Glory Partners first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.46M in Q3 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Autumn Glory Partners held 12,399 shares of State Street SPDR S&P 500 ETF Trust worth $8.06M as of Q1 2026.
Autumn Glory Partners sold 634 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $431K.
State Street SPDR S&P 500 ETF Trust made up 2.96% of Autumn Glory Partners's portfolio in Q1 2026, its #4 holding.
Autumn Glory Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Autumn Glory Partners's State Street SPDR S&P 500 ETF Trust position peaked at $9.46M in Q3 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.