Baker Avenue Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Baker Avenue Asset Management's SPY Position: Q1 2026 in Review
Baker Avenue Asset Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q1 2026, selling an estimated $142K and leaving 18,881 shares worth $12.3M. The position accounts for 0.28% of the portfolio, ranked #78.
Baker Avenue Asset Management first reported a position in SPY in Q4 2014 and has held it in 39 quarters since. The position peaked at $13M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Baker Avenue Asset Management held 18,881 shares of State Street SPDR S&P 500 ETF Trust worth $12.3M as of Q1 2026.
- Baker Avenue Asset Management sold 209 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $142K.
- State Street SPDR S&P 500 ETF Trust made up 0.28% of Baker Avenue Asset Management's portfolio in Q1 2026, its #78 holding.
- Baker Avenue Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 39 quarters since.
- Baker Avenue Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $13M in Q4 2025.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.