Berkeley Capital Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Berkeley Capital Partners’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
2025 Q3	–	Hold	0	–	-$309K	–	196
2025 Q2	–	Hold	0	–	–	–	142

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

Berkeley Capital Partners's SPY Position: Q2 2026 in Review

Berkeley Capital Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q2 2026, buying an estimated $1.49M and bringing the position to 132,746 shares worth $99.1M. The position accounts for 20.4% of the portfolio, ranked #1.

Berkeley Capital Partners first reported a position in SPY in Q4 2015 and has held it in 43 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Berkeley Capital Partners held 132,746 shares of State Street SPDR S&P 500 ETF Trust worth $99.1M as of Q2 2026.
Berkeley Capital Partners bought 2,052 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.49M.
State Street SPDR S&P 500 ETF Trust made up 20.4% of Berkeley Capital Partners's portfolio in Q2 2026, its #1 holding.
Berkeley Capital Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 43 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.