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 Q2	$3.41M	Sell	4,567 -32	-0.7%	-$23.2K	2.28%	9
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	$383K	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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Axiom Investment Management's SPY Position: Q2 2026 in Review

Axiom Investment Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.7% in Q2 2026, selling an estimated $23.2K and leaving 4,567 shares worth $3.41M. The position accounts for 2.28% of the portfolio, ranked #9.

Axiom Investment Management first reported a position in SPY in Q4 2018 and has held it in 15 quarters since. 4,659 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Axiom Investment Management held 4,567 shares of State Street SPDR S&P 500 ETF Trust worth $3.41M as of Q2 2026.
Axiom Investment Management sold 32 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $23.2K.
State Street SPDR S&P 500 ETF Trust made up 2.28% of Axiom Investment Management's portfolio in Q2 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 15 quarters since.
4,659 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.