Bell Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bell Investment Advisors’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	$1.65M	Hold	2,532	–	–	0.26%	47
2025 Q4	$1.73M	Sell	2,532 -117	-4%	-$79.1K	0.27%	43
2025 Q3	$1.76M	Sell	2,649 -7	-0.3%	-$4.49K	0.29%	40
2025 Q2	$1.64M	Buy	2,656 +480	+22%	+$274K	0.28%	40
2025 Q1	$1.22M	Sell	2,176 -252	-10%	-$148K	0.22%	45
2024 Q4	$1.42M	Buy	2,428 +152	+7%	+$89.6K	0.27%	43
2024 Q3	$1.31M	Sell	2,276 -1	-0%	-$553	0.24%	46
2024 Q2	$1.24M	Buy	2,277 +3	+0.1%	+$1.57K	0.24%	46
2024 Q1	$1.19M	Sell	2,274 -1,418	-38%	-$706K	0.23%	47
2023 Q4	$1.75M	Buy	3,692 +30	+0.8%	+$13.4K	0.36%	34
2023 Q3	$1.57M	Buy	3,662 +9	+0.2%	+$4K	0.35%	36
2023 Q2	$1.62M	Buy	3,653 +871	+31%	+$366K	0.36%	34
2023 Q1	$1.14M	Buy	2,782 +10	+0.4%	+$3.99K	0.27%	39
2022 Q4	$1.06M	Buy	2,772 +1,906	+220%	+$733K	0.26%	41
2022 Q3	$309K	Sell	866 -2,363	-73%	-$938K	0.1%	55
2022 Q2	$1.22M	Buy	+3,229	New	+$1.32M	0.37%	36
2021 Q4	$1.03M	Sell	2,171 -271	-11%	-$124K	0.28%	39
2021 Q3	$1.05M	Buy	+2,442	New	+$1.08M	0.31%	36

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

Bell Investment Advisors's SPY Position: Q1 2026 in Review

Bell Investment Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 2,532 shares worth $1.65M. The position accounts for 0.26% of the portfolio, ranked #47.

Bell Investment Advisors first reported a position in SPY in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.76M in Q3 2025. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Bell Investment Advisors held 2,532 shares of State Street SPDR S&P 500 ETF Trust worth $1.65M as of Q1 2026.
Bell Investment Advisors 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 0.26% of Bell Investment Advisors's portfolio in Q1 2026, its #47 holding.
Bell Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.76M in Q3 2025.
4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.