AXS Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-350
Closed -$258K 431
2023
Q3
$258K Buy
350
+75
+27% +$33.4K 0.07% 244
2023
Q2
$309K Buy
+275
New +$115K 0.08% 238

Other funds holding SPY

AXS Investments's SPY Position: Q1 2026 in Review

AXS Investments increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.1% in Q1 2026, buying an estimated $193K and bringing the position to 9,543 shares worth $6.21M. The position accounts for 2.51% of the portfolio, ranked #2.

AXS Investments first reported a position in SPY in Q1 2021 and has held it in 7 quarters since. The position peaked at $6.31M in Q4 2025. 4,568 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • AXS Investments held 9,543 shares of State Street SPDR S&P 500 ETF Trust worth $6.21M as of Q1 2026.
  • AXS Investments bought 284 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $193K.
  • State Street SPDR S&P 500 ETF Trust made up 2.51% of AXS Investments's portfolio in Q1 2026, its #2 holding.
  • AXS Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 7 quarters since.
  • AXS Investments's State Street SPDR S&P 500 ETF Trust position peaked at $6.31M in Q4 2025.
  • 4,568 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.