Avanda Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Avanda Investment Management’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	–	Sell	-97,736	Closed	-$60.4M	–	34
2025 Q2	$60.4M	Sell	97,736 -148,342	-60%	-$84.8M	19.85%	1
2025 Q1	$138M	Sell	246,078 -52,177	-17%	-$30.7M	48.76%	1
2024 Q4	$175M	Sell	298,255 -121,745	-29%	-$71.7M	55.63%	1
2024 Q3	$241M	Hold	420,000	–	–	46.9%	1
2024 Q2	$229M	Hold	420,000	–	–	34.55%	1
2024 Q1	$220M	Sell	420,000 -80,000	-16%	-$39.8M	29.47%	1
2023 Q4	$238M	Buy	+500,000	New	+$223M	23.18%	1

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avanda Investment Management's SPY Position: Q3 2025 in Review

Avanda Investment Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2025, closing a stake of 97,736 shares — an estimated $60.4M sold.

Avanda Investment Management first reported a position in SPY in Q4 2023 and held it in 7 quarters. The position peaked at $241M in Q3 2024. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Avanda Investment Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2025 after selling out during the quarter.
Avanda Investment Management sold 97,736 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $60.4M.
Avanda Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and held it in 7 quarters.
Avanda Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $241M in Q3 2024.
4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Avanda Investment Management's 13F filing for Q3 2025, filed 7 Nov 2025.