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

Birnam Oak 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 Q1	$58.5M	Buy	+90,000	New	+$61.2M	13.28%	1
2025 Q2	–	Sell	-15,000	Closed	-$8.39M	–	33
2025 Q1	$8.39M	Buy	+15,000	New	+$8.82M	1.52%	11

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Birnam Oak Advisors's SPY Position: Q1 2026 in Review

Birnam Oak Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 5,000 shares worth $3.25M. The stake represents 0.74% of the portfolio and ranks #19 among its holdings.

4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Birnam Oak Advisors held 5,000 shares of State Street SPDR S&P 500 ETF Trust worth $3.25M as of Q1 2026.
State Street SPDR S&P 500 ETF Trust was a new Birnam Oak Advisors position in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.74% of Birnam Oak Advisors's portfolio in Q1 2026, its #19 holding.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Birnam Oak Advisors's 13F filing for Q1 2026, filed 12 May 2026.