Beckerman Institutional’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Beckerman Institutional’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	$291K	Hold	448	–	–	0.15%	107
2025 Q4	$306K	Hold	448	–	–	0.17%	105
2025 Q3	$298K	Buy	448 +5	+1%	+$3.21K	0.18%	101
2025 Q2	$274K	Sell	443 -191	-30%	-$109K	0.18%	97
2025 Q1	$355K	Hold	634	–	–	0.26%	81
2024 Q4	$372K	Hold	634	–	–	0.3%	76
2024 Q3	$364K	Buy	+634	New	+$351K	0.31%	71

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

Beckerman Institutional's SPY Position: Q1 2026 in Review

Beckerman Institutional held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 448 shares worth $291K. The position accounts for 0.15% of the portfolio, ranked #107.

Beckerman Institutional first reported a position in SPY in Q3 2024 and has held it in 7 quarters since. The position peaked at $372K in Q4 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Beckerman Institutional held 448 shares of State Street SPDR S&P 500 ETF Trust worth $291K as of Q1 2026.
Beckerman Institutional left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Beckerman Institutional's portfolio in Q1 2026, its #107 holding.
Beckerman Institutional first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 7 quarters since.
Beckerman Institutional's State Street SPDR S&P 500 ETF Trust position peaked at $372K in Q4 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.