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

Benchmark 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	$281K	Sell	376 -1	-0.3%	-$725	0.12%	66
2026 Q1	$245K	Buy	+377	New	+$256K	0.14%	69
2025 Q3	$308K	Buy	+463	New	+$297K	0.18%	68
2024 Q1	–	Sell	-436	Closed	-$207K	–	94
2023 Q4	$207K	Buy	+436	New	+$194K	0.19%	83

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

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

Benchmark Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.27% in Q2 2026, selling an estimated $725 and leaving 376 shares worth $281K. The position accounts for 0.12% of the portfolio, ranked #66.

Benchmark Investment Advisors first reported a position in SPY in Q4 2023 and has held it in 4 quarters since. The position peaked at $308K in Q3 2025. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Benchmark Investment Advisors held 376 shares of State Street SPDR S&P 500 ETF Trust worth $281K as of Q2 2026.
Benchmark Investment Advisors sold 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Benchmark Investment Advisors's portfolio in Q2 2026, its #66 holding.
Benchmark Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 4 quarters since.
Benchmark Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $308K in Q3 2025.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.