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

Boston 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
2026 Q2	$9.93M	Buy	13,805 +167	+1%	+$121K	0.01%	451
2026 Q1	$8.54M	Buy	13,638 +375	+3%	+$255K	0.01%	438
2025 Q4	$8.65M	Buy	13,263 +103	+0.8%	+$69.6K	0.01%	434
2025 Q3	$8.38M	Buy	+13,160	New	+$8.44M	0.01%	432
2019 Q1	–	Sell	-2,070	Closed	-$517K	–	719
2018 Q4	$517K	Sell	2,070 -55,122	-96%	-$14.9M	﹤0.01%	678
2018 Q3	$16.6M	Buy	+57,192	New	+$16.3M	0.02%	338
2017 Q1	–	Sell	-2,467	Closed	-$551K	–	791
2016 Q4	$551K	Buy	+2,467	New	+$539K	﹤0.01%	727
2013 Q3	–	Sell	-92,665	Closed	-$14.8M	–	726
2013 Q2	$14.8M	Buy	+92,665	New	+$14.9M	0.04%	279

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Boston Partners's SPY Position: Q2 2026 in Review

Boston Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q2 2026, buying an estimated $121K and bringing the position to 13,805 shares worth $9.93M. The position accounts for 0.01% of the portfolio, ranked #451.

Boston Partners first reported a position in SPY in Q2 2013 and has held it in 8 quarters since. The position peaked at $16.6M in Q3 2018. 4,084 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Boston Partners held 13,805 shares of State Street SPDR S&P 500 ETF Trust worth $9.93M as of Q2 2026.
Boston Partners bought 167 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $121K.
State Street SPDR S&P 500 ETF Trust made up 0.01% of Boston Partners's portfolio in Q2 2026, its #451 holding.
Boston Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 8 quarters since.
Boston Partners's State Street SPDR S&P 500 ETF Trust position peaked at $16.6M in Q3 2018.
4,084 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.