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

BG Investment Services’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	$698K	Sell	934 -105	-10%	-$76.1K	0.5%	29
2026 Q1	$676K	Hold	1,039	–	–	0.56%	29
2025 Q4	$709K	Hold	1,039	–	–	0.63%	28
2025 Q3	$692K	Buy	1,039 +18	+2%	+$11.5K	0.68%	26
2025 Q2	$631K	Buy	1,021 +29	+3%	+$16.6K	0.79%	26
2025 Q1	$555K	Buy	+992	New	+$583K	0.6%	24

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

BG Investment Services's SPY Position: Q2 2026 in Review

BG Investment Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q2 2026, selling an estimated $76.1K and leaving 934 shares worth $698K. The position accounts for 0.5% of the portfolio, ranked #29.

BG Investment Services first reported a position in SPY in Q1 2025 and has held it in 6 quarters since. The position peaked at $709K in Q4 2025. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

BG Investment Services held 934 shares of State Street SPDR S&P 500 ETF Trust worth $698K as of Q2 2026.
BG Investment Services sold 105 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $76.1K.
State Street SPDR S&P 500 ETF Trust made up 0.5% of BG Investment Services's portfolio in Q2 2026, its #29 holding.
BG Investment Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 6 quarters since.
BG Investment Services's State Street SPDR S&P 500 ETF Trust position peaked at $709K in Q4 2025.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.