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

Azimuth Capital 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	$845K	Buy	1,131 +54	+5%	+$39.1K	0.03%	219
2026 Q1	$700K	Buy	1,077 +95	+10%	+$64.6K	0.03%	221
2025 Q4	$670K	Sell	982 -8	-0.8%	-$5.41K	0.02%	226
2025 Q3	$660K	Sell	990 -9	-0.9%	-$5.77K	0.02%	227
2025 Q2	$617K	Sell	999 -37	-4%	-$21.2K	0.02%	229
2025 Q1	$580K	Hold	1,036	–	–	0.02%	236
2024 Q4	$607K	Buy	1,036 +116	+13%	+$68.3K	0.02%	234
2024 Q3	$528K	Hold	920	–	–	0.02%	244
2024 Q2	$501K	Buy	920 +9	+1%	+$4.71K	0.02%	242
2024 Q1	$477K	Sell	911 -100	-10%	-$49.8K	0.02%	245
2023 Q4	$481K	Buy	1,011 +25	+3%	+$11.1K	0.02%	241
2023 Q3	$421K	Hold	986	–	–	0.02%	246
2023 Q2	$437K	Sell	986 -355	-26%	-$149K	0.02%	249
2023 Q1	$549K	Sell	1,341 -1,492	-53%	-$595K	0.03%	244
2022 Q4	$1.08M	Buy	2,833 +1,933	+215%	+$743K	0.06%	216
2022 Q3	$322K	Buy	900 +247	+38%	+$98.1K	0.02%	267
2022 Q2	$246K	Buy	+653	New	+$268K	0.01%	290

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

Azimuth Capital Investment Management's SPY Position: Q2 2026 in Review

Azimuth Capital Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5% in Q2 2026, buying an estimated $39.1K and bringing the position to 1,131 shares worth $845K. The position accounts for 0.03% of the portfolio, ranked #219.

Azimuth Capital Investment Management first reported a position in SPY in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.08M in Q4 2022. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Azimuth Capital Investment Management held 1,131 shares of State Street SPDR S&P 500 ETF Trust worth $845K as of Q2 2026.
Azimuth Capital Investment Management bought 54 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $39.1K.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #219 holding.
Azimuth Capital Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 17 quarters since.
Azimuth Capital Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.08M in Q4 2022.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.