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

Bridges Investment Management’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	$4.49M	Sell	6,009 -4,677	-44%	-$3.39M	0.05%	123
2026 Q1	$6.95M	Buy	10,686 +91	+0.9%	+$61.9K	0.09%	100
2025 Q4	$7.23M	Hold	10,595	–	–	0.09%	97
2025 Q3	$7.06M	Buy	10,595 +6,152	+138%	+$3.94M	0.09%	96
2025 Q2	$2.75M	Sell	4,443 -30	-0.7%	-$17.1K	0.04%	137
2025 Q1	$2.5M	Sell	4,473 -267	-6%	-$157K	0.04%	136
2024 Q4	$2.78M	Buy	4,740 +137	+3%	+$80.7K	0.04%	133
2024 Q3	$2.64M	Sell	4,603 -220	-5%	-$122K	0.04%	134
2024 Q2	$2.62M	Buy	4,823 +3,912	+429%	+$2.05M	0.04%	129
2024 Q1	$477K	Hold	911	–	–	0.01%	165
2023 Q4	$433K	Hold	911	–	–	0.01%	169
2023 Q3	$389K	Sell	911 -40	-4%	-$17.8K	0.01%	172
2023 Q2	$422K	Sell	951 -5	-0.5%	-$2.1K	0.01%	174
2023 Q1	$391K	Hold	956	–	–	0.01%	180
2022 Q4	$366K	Buy	956 +140	+17%	+$53.8K	0.01%	183
2022 Q3	$291K	Hold	816	–	–	0.01%	195
2022 Q2	$308K	Sell	816 -7	-0.9%	-$2.87K	0.01%	194
2022 Q1	$371K	Hold	823	–	–	0.01%	192
2021 Q4	$391K	Sell	823 -25	-3%	-$11.5K	0.01%	193
2021 Q3	$364K	Sell	848 -139	-14%	-$61.3K	0.01%	187
2021 Q2	$422K	Hold	987	–	–	0.01%	184
2021 Q1	$391K	Hold	987	–	–	0.01%	187
2020 Q4	$369K	Sell	987 -250	-20%	-$88.7K	0.01%	183
2020 Q3	$414K	Buy	1,237 +250	+25%	+$82.9K	0.01%	171
2020 Q2	$304K	Sell	987 -198	-17%	-$58K	0.01%	191
2020 Q1	$306K	Hold	1,185	–	–	0.01%	187
2019 Q4	$381K	Sell	1,185 -520	-30%	-$160K	0.01%	213
2019 Q3	$506K	Sell	1,705 -80	-4%	-$23.6K	0.02%	286
2019 Q2	$523K	Sell	1,785 -387	-18%	-$111K	0.02%	283
2019 Q1	$614K	Hold	2,172	–	–	0.03%	238
2018 Q4	$542K	Buy	2,172 +56	+3%	+$15.1K	0.03%	245
2018 Q3	$615K	Sell	2,116 -185	-8%	-$52.7K	0.03%	185
2018 Q2	$624K	Sell	2,301 -1	-0%	-$270	0.03%	188
2018 Q1	$605K	Buy	+2,302	New	+$628K	0.03%	186

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bridges Investment Management's SPY Position: Q2 2026 in Review

Bridges Investment Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 44% in Q2 2026, selling an estimated $3.39M and leaving 6,009 shares worth $4.49M. The position accounts for 0.05% of the portfolio, ranked #123.

Bridges Investment Management first reported a position in SPY in Q1 2018 and has held it in 34 quarters since. The position peaked at $7.23M in Q4 2025. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Bridges Investment Management held 6,009 shares of State Street SPDR S&P 500 ETF Trust worth $4.49M as of Q2 2026.
Bridges Investment Management sold 4,677 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.39M.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Bridges Investment Management's portfolio in Q2 2026, its #123 holding.
Bridges Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and has held it in 34 quarters since.
Bridges Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $7.23M in Q4 2025.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.