Bailard’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Bailard's SPY Position: Q3 2026 in Review
Bailard increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 48% in Q3 2026, buying an estimated $73.8M and bringing the position to 301,655 shares worth $230M. The position accounts for 4.66% of the portfolio, ranked #2.
Bailard first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 3,185 funds tracked by Wall St. Rank hold SPY as of Q3 2026.
- Bailard held 301,655 shares of State Street SPDR S&P 500 ETF Trust worth $230M as of Q3 2026.
- Bailard bought 97,207 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $73.8M.
- State Street SPDR S&P 500 ETF Trust made up 4.66% of Bailard's portfolio in Q3 2026, its #2 holding.
- Bailard first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
- 3,185 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.
Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.