Bellevue Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bellevue Group’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	$2.02M	Hold	2,700	–	–	0.04%	93
2026 Q1	$1.76M	Sell	2,700 -400	-13%	-$272K	0.04%	82
2025 Q4	$2.11M	Hold	3,100	–	–	0.04%	95
2025 Q3	$2.07M	Hold	3,100	–	–	0.04%	96
2025 Q2	$1.92M	Sell	3,100 -2,560	-45%	-$1.46M	0.04%	96
2025 Q1	$3.17M	Hold	5,660	–	–	0.07%	94
2024 Q4	$3.32M	Buy	+5,660	New	+$3.33M	0.06%	101
2024 Q2	–	Sell	-6,660	Closed	-$3.48M	–	175
2024 Q1	$3.48M	Buy	6,660 +4,060	+156%	+$2.02M	0.05%	103
2023 Q4	$1.24M	Hold	2,600	–	–	0.02%	117
2023 Q3	$1.11M	Buy	2,600 +800	+44%	+$356K	0.02%	125
2023 Q2	$798K	Hold	1,800	–	–	0.01%	136
2023 Q1	$737K	Hold	1,800	–	–	0.01%	135
2022 Q4	$688K	Hold	1,800	–	–	0.01%	147
2022 Q3	$643K	Buy	+1,800	New	+$715K	0.01%	145

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bellevue Group's SPY Position: Q2 2026 in Review

Bellevue Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 2,700 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #93.

Bellevue Group first reported a position in SPY in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.48M in Q1 2024. 4,358 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Bellevue Group held 2,700 shares of State Street SPDR S&P 500 ETF Trust worth $2.02M as of Q2 2026.
Bellevue Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Bellevue Group's portfolio in Q2 2026, its #93 holding.
Bellevue Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2022 and has held it in 14 quarters since.
Bellevue Group's State Street SPDR S&P 500 ETF Trust position peaked at $3.48M in Q1 2024.
4,358 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.