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

Axiom 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
2026 Q1	$2.99M	Buy	+4,599	New	+$3.13M	2.28%	9
2022 Q4	$394K	Hold	1,030	–	–	1.03%	29
2022 Q3	$368K	Buy	+1,030	New	+$409K	0.74%	31
2022 Q1	–	Sell	-1,025	Closed	-$487K	–	146
2021 Q4	$487K	Buy	+1,025	New	+$471K	0.47%	56
2021 Q3	–	Sell	-1,025	Closed	-$439K	–	166
2021 Q2	$439K	Hold	1,025	–	–	0.34%	72
2021 Q1	$406K	Buy	1,025 +277	+37%	+$107K	0.33%	74
2020 Q4	$383	Sell	748 -571	-43%	-$203K	0.35%	67
2020 Q3	$441K	Sell	1,319 -2,050	-61%	-$679K	0.5%	51
2020 Q2	$1.04M	Buy	+3,369	New	+$986K	1.37%	19
2020 Q1	–	Sell	-2,346	Closed	-$755K	–	147
2019 Q4	$755K	Sell	2,346 -184	-7%	-$56.7K	1.08%	21
2019 Q3	$751K	Sell	2,530 -8,805	-78%	-$2.6M	0.57%	47
2019 Q2	$3.32M	Buy	11,335 +2,300	+25%	+$662K	0.6%	39
2019 Q1	$2.55M	Buy	9,035 +1,438	+19%	+$391K	0.48%	52
2018 Q4	$1.9M	Buy	+7,597	New	+$2.05M	0.4%	62

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

Axiom Investment Management's SPY Position: Q1 2026 in Review

Axiom Investment Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 4,599 shares worth $2.99M. The stake represents 2.28% of the portfolio and ranks #9 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in SPY as recently as Q4 2022.

Axiom Investment Management first reported a position in SPY in Q4 2018 and has held it in 14 quarters since. The position peaked at $3.32M in Q2 2019. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Axiom Investment Management held 4,599 shares of State Street SPDR S&P 500 ETF Trust worth $2.99M as of Q1 2026.
State Street SPDR S&P 500 ETF Trust was a new Axiom Investment Management position in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 2.28% of Axiom Investment Management's portfolio in Q1 2026, its #9 holding.
Axiom Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 14 quarters since.
Axiom Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $3.32M in Q2 2019.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.