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Benjamin Edwards Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Benjamin Edwards Inc’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 		$43.6M Buy
67,028
+986
+1% +$670K 0.43% 54
2025
Q4 		$45M Buy
66,042
+2,605
+4% +$1.76M 0.5% 48
2025
Q3 		$42.3M Buy
63,437
+32,017
+102% +$20.5M 0.48% 59
2025
Q2 		$19.4M Sell
31,420
-39,038
-55% -$22.3M 0.25% 103
2025
Q1 		$39.4M Buy
70,458
+42,156
+149% +$24.8M 0.55% 57
2024
Q4 		$16.6M Buy
28,302
+850
+3% +$501K 0.24% 109
2024
Q3 		$15.8M Buy
27,452
+27,248
+13,357% +$15.1M 0.23% 114
2024
Q2 		$111K Buy
204
+39
+24% +$20.4K 0.02% 413
2024
Q1 		$86K Buy
165
+43
+35% +$21.4K 0.02% 430
2023
Q4 		$58K Buy
122
+43
+54% +$19.2K 0.01% 462
2023
Q3 		$34K Buy
79
+27
+52% +$12K 0.01% 489
2023
Q2 		$23K Sell
52
-39
-43% -$16.4K 0.01% 527
2023
Q1 		$37K Sell
91
-59
-39% -$23.5K 0.01% 490
2022
Q4 		$57K Hold
150
– – 0.02% 410
2022
Q3 		$53K Buy
150
+33
+28% +$13.1K 0.02% 413
2022
Q2 		$44K Buy
117
+39
+50% +$16K 0.01% 440
2022
Q1 		$35K Buy
78
+48
+160% +$21.4K 0.01% 490
2021
Q4 		$14K Buy
30
+11
+58% +$5.05K ﹤0.01% 556
2021
Q3 		$8K Hold
19
– – ﹤0.01% 466
2021
Q2 		$8K Hold
19
– – 0.01% 376
2021
Q1 		$8K Sell
19
-1,999
-99% -$771K 0.01% 343
2020
Q4 		$754K Buy
2,018
+2,002
+12,513% +$710K 0.58% 67
2020
Q3 		$5K Sell
16
-1
-6% -$331 ﹤0.01% 339
2020
Q2 		$5K Sell
17
-18
-51% -$5.27K ﹤0.01% 343
2020
Q1 		$9K Hold
35
– – 0.01% 292
2019
Q4 		$11K Buy
35
+3
+9% +$924 0.02% 222
2019
Q3 		$9K Hold
32
– – 0.02% 231
2019
Q2 		$9K Buy
+32
New +$9.21K 0.02% 224

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Benjamin Edwards Inc's SPY Position: Q1 2026 in Review

Benjamin Edwards Inc increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q1 2026, buying an estimated $670K and bringing the position to 67,028 shares worth $43.6M. The position accounts for 0.43% of the portfolio, ranked #54.

Benjamin Edwards Inc first reported a position in SPY in Q2 2019 and has held it in 28 quarters since. The position peaked at $45M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Benjamin Edwards Inc held 67,028 shares of State Street SPDR S&P 500 ETF Trust worth $43.6M as of Q1 2026.
  • Benjamin Edwards Inc bought 986 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $670K.
  • State Street SPDR S&P 500 ETF Trust made up 0.43% of Benjamin Edwards Inc's portfolio in Q1 2026, its #54 holding.
  • Benjamin Edwards Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 28 quarters since.
  • Benjamin Edwards Inc's State Street SPDR S&P 500 ETF Trust position peaked at $45M in Q4 2025.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.