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

Becker Capital 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 Q1	$53.1M	Sell	81,489 -1,267	-2%	-$861K	1.56%	18
2025 Q4	$56.6M	Buy	82,756 +491	+0.6%	+$332K	1.62%	16
2025 Q3	$55M	Sell	82,265 -10,344	-11%	-$6.63M	1.61%	16
2025 Q2	$57.4M	Sell	92,609 -638	-0.7%	-$365K	1.79%	13
2025 Q1	$52.3M	Buy	93,247 +858	+0.9%	+$504K	1.72%	12
2024 Q4	$54.3M	Sell	92,389 -11,695	-11%	-$6.89M	1.77%	11
2024 Q3	$59.9M	Sell	104,084 -6,584	-6%	-$3.64M	1.95%	9
2024 Q2	$60.4M	Buy	110,668 +2,688	+2%	+$1.41M	2.07%	6
2024 Q1	$56.7M	Buy	107,980 +5,863	+6%	+$2.92M	1.95%	8
2023 Q4	$48.7M	Buy	102,117 +1,375	+1%	+$613K	1.76%	9
2023 Q3	$43.2M	Buy	100,742 +1,356	+1%	+$603K	1.71%	12
2023 Q2	$44.2M	Buy	99,386 +6,312	+7%	+$2.65M	1.67%	11
2023 Q1	$38.2M	Buy	+93,074	New	+$37.1M	1.51%	15
2018 Q1	–	Sell	-1,205	Closed	-$322K	–	186
2017 Q4	$322K	Buy	1,205 +210	+21%	+$54.6K	0.01%	133
2017 Q3	$250K	Sell	995 -60	-6%	-$14.8K	0.01%	144
2017 Q2	$255K	Hold	1,055	–	–	0.01%	125
2017 Q1	$249K	Sell	1,055 -3,548	-77%	-$824K	0.01%	126
2016 Q4	$1.03M	Buy	4,603 +3,416	+288%	+$746K	0.04%	91
2016 Q3	$257K	Sell	1,187 -20	-2%	-$4.32K	0.01%	121
2016 Q2	$253K	Hold	1,207	–	–	0.01%	122
2016 Q1	$248K	Hold	1,207	–	–	0.01%	117
2015 Q4	$246K	Buy	+1,207	New	+$248K	0.01%	123
2015 Q3	–	Sell	-9,957	Closed	-$2.05M	–	140
2015 Q2	$2.05M	Hold	9,957	–	–	0.08%	86
2015 Q1	$2.06M	Sell	9,957 -40	-0.4%	-$8.26K	0.08%	84
2014 Q4	$2.06M	Hold	9,997	–	–	0.08%	83
2014 Q3	$1.97M	Hold	9,997	–	–	0.08%	86
2014 Q2	$1.96M	Buy	9,997 +50	+0.5%	+$9.51K	0.08%	86
2014 Q1	$1.86M	Sell	9,947 -1,720	-15%	-$316K	0.08%	88
2013 Q4	$2.15M	Sell	11,667 -1,710	-13%	-$303K	0.09%	88
2013 Q3	$2.25M	Sell	13,377 -410	-3%	-$68.7K	0.1%	88
2013 Q2	$2.21M	Buy	+13,787	New	+$2.22M	0.11%	82

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

Becker Capital Management's SPY Position: Q1 2026 in Review

Becker Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q1 2026, selling an estimated $861K and leaving 81,489 shares worth $53.1M. The position accounts for 1.56% of the portfolio, ranked #18.

Becker Capital Management first reported a position in SPY in Q2 2013 and has held it in 31 quarters since. The position peaked at $60.4M in Q2 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Becker Capital Management held 81,489 shares of State Street SPDR S&P 500 ETF Trust worth $53.1M as of Q1 2026.
Becker Capital Management sold 1,267 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $861K.
State Street SPDR S&P 500 ETF Trust made up 1.56% of Becker Capital Management's portfolio in Q1 2026, its #18 holding.
Becker Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 31 quarters since.
Becker Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $60.4M in Q2 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.