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 Q2	$1.88M	Sell	2,513 -19	-0.8%	-$13.8K	0.28%	44
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 $1.81T 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

Bell Investment Advisors's SPY Position: Q2 2026 in Review

Bell Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.75% in Q2 2026, selling an estimated $13.8K and leaving 2,513 shares worth $1.88M. The position accounts for 0.28% of the portfolio, ranked #44.

Bell Investment Advisors first reported a position in SPY in Q3 2021 and has held it in 19 quarters since. 4,659 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Bell Investment Advisors held 2,513 shares of State Street SPDR S&P 500 ETF Trust worth $1.88M as of Q2 2026.
Bell Investment Advisors sold 19 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $13.8K.
State Street SPDR S&P 500 ETF Trust made up 0.28% of Bell Investment Advisors's portfolio in Q2 2026, its #44 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 19 quarters since.
4,659 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.