BankPlus Trust Department’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

BankPlus Trust Department’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	$1.77M	Buy	2,375 +318	+15%	+$231K	0.41%	57
2026 Q1	$1.34M	Sell	2,057 -53	-3%	-$36K	0.36%	68
2025 Q4	$1.44M	Sell	2,110 -11	-0.5%	-$7.43K	0.38%	62
2025 Q3	$1.41M	Sell	2,121 -23	-1%	-$14.7K	0.38%	63
2025 Q2	$1.32M	Buy	2,144 +1,225	+133%	+$700K	0.39%	63
2025 Q1	$514K	Buy	919 +21	+2%	+$12.3K	0.17%	98
2024 Q4	$526K	Buy	+898	New	+$529K	0.17%	101

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

BankPlus Trust Department's SPY Position: Q2 2026 in Review

BankPlus Trust Department increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q2 2026, buying an estimated $231K and bringing the position to 2,375 shares worth $1.77M. The position accounts for 0.41% of the portfolio, ranked #57.

BankPlus Trust Department first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,661 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

BankPlus Trust Department held 2,375 shares of State Street SPDR S&P 500 ETF Trust worth $1.77M as of Q2 2026.
BankPlus Trust Department bought 318 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $231K.
State Street SPDR S&P 500 ETF Trust made up 0.41% of BankPlus Trust Department's portfolio in Q2 2026, its #57 holding.
BankPlus Trust Department first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
4,661 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.