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Bedell Frazier Investment Counselling’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bedell Frazier Investment Counselling’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
2023
Q3 		– Hold
0
– -$228K – 93
2023
Q2 		– Hold
0
– – – 84
2023
Q1 		– Hold
0
– – – 54

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bedell Frazier Investment Counselling's SPY Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q1 2026, selling an estimated $13.6K and leaving 1,613 shares worth $1.05M. The position accounts for 0.21% of the portfolio, ranked #70.

Bedell Frazier Investment Counselling first reported a position in SPY in Q3 2014 and has held it in 38 quarters since. The position peaked at $13.1M in Q4 2018. 4,572 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Bedell Frazier Investment Counselling held 1,613 shares of State Street SPDR S&P 500 ETF Trust worth $1.05M as of Q1 2026.
  • Bedell Frazier Investment Counselling sold 20 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $13.6K.
  • State Street SPDR S&P 500 ETF Trust made up 0.21% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #70 holding.
  • Bedell Frazier Investment Counselling first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2014 and has held it in 38 quarters since.
  • Bedell Frazier Investment Counselling's State Street SPDR S&P 500 ETF Trust position peaked at $13.1M in Q4 2018.
  • 4,572 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.