B&D White Capital Company’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

B&D White Capital Company’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	$2.44M	Buy	3,752 +835	+29%	+$568K	0.3%	41
2025 Q4	$1.99M	Sell	2,917 -5	-0.2%	-$3.38K	0.23%	48
2025 Q3	$1.95M	Buy	2,922 +5	+0.2%	+$3.21K	0.25%	50
2025 Q2	$1.8M	Hold	2,917	–	–	0.27%	48
2025 Q1	$1.57M	Sell	2,917 -384,399	-99%	-$226M	0.23%	40
2024 Q4	$227M	Sell	387,316 -61	-0%	-$35.9K	38.25%	1
2024 Q3	$222M	Buy	387,377 +988	+0.3%	+$546K	38.31%	1
2024 Q2	$210M	Buy	386,389 +196,300	+103%	+$103M	43.94%	1
2024 Q1	$99.4M	Buy	190,089 +178,185	+1,497%	+$88.7M	22.09%	1
2023 Q4	$5.66M	Buy	+11,904	New	+$5.3M	1.76%	15

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

B&D White Capital Company's SPY Position: Q1 2026 in Review

B&D White Capital Company increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 29% in Q1 2026, buying an estimated $568K and bringing the position to 3,752 shares worth $2.44M. The position accounts for 0.3% of the portfolio, ranked #41.

B&D White Capital Company first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $227M in Q4 2024. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

B&D White Capital Company held 3,752 shares of State Street SPDR S&P 500 ETF Trust worth $2.44M as of Q1 2026.
B&D White Capital Company bought 835 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $568K.
State Street SPDR S&P 500 ETF Trust made up 0.3% of B&D White Capital Company's portfolio in Q1 2026, its #41 holding.
B&D White Capital Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
B&D White Capital Company's State Street SPDR S&P 500 ETF Trust position peaked at $227M in Q4 2024.
4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.