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

Bridgewater 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	$39.3M	Buy	52,999 +609	+1%	+$414K	2.34%	10
2025 Q4	$35.9M	Sell	52,390 -68	-0.1%	-$46K	2.33%	10
2025 Q3	$35.2M	Buy	52,458 +1,175	+2%	+$753K	2.44%	10
2025 Q2	$32.6M	Sell	51,283 -12,219	-19%	-$6.98M	2.48%	11
2025 Q1	$35.2M	Sell	63,502 -29	-0%	-$17K	3.05%	7
2024 Q4	$37M	Sell	63,531 -1,548	-2%	-$912K	3.86%	8
2024 Q3	$37.9M	Buy	65,079 +38,703	+147%	+$21.4M	3.97%	8
2024 Q2	$14.2M	Buy	+26,376	New	+$13.8M	1.76%	12
2023 Q4	–	Sell	-10,414	Closed	-$4.45M	–	105
2023 Q3	$4.45M	Buy	+10,414	New	+$4.63M	0.71%	29
2022 Q3	–	Sell	-9,573	Closed	-$3.61M	–	204
2022 Q2	$3.61M	Sell	9,573 -72	-0.7%	-$29.5K	0.75%	20
2022 Q1	$4.36M	Buy	9,645 +583	+6%	+$260K	1.06%	15
2021 Q4	$4.3M	Sell	9,062 -164	-2%	-$75.3K	0.95%	19
2021 Q3	$3.96M	Buy	9,226 +1,452	+19%	+$640K	1.09%	17
2021 Q2	$3.33M	Buy	7,774 +2,569	+49%	+$1.07M	1.06%	20
2021 Q1	$2.11M	Buy	+5,205	New	+$2.01M	1.07%	23
2014 Q2	$623K	Sell	3,185 -885	-22%	-$168K	0.52%	47
2014 Q1	$761K	Buy	4,070 +548	+16%	+$101K	0.77%	40
2013 Q4	$651K	Buy	+3,522	New	+$623K	0.67%	42

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

Bridgewater Advisors's SPY Position: Q1 2026 in Review

Bridgewater Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q1 2026, buying an estimated $414K and bringing the position to 52,999 shares worth $39.3M. The position accounts for 2.34% of the portfolio, ranked #10.

Bridgewater Advisors first reported a position in SPY in Q4 2013 and has held it in 18 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Bridgewater Advisors held 52,999 shares of State Street SPDR S&P 500 ETF Trust worth $39.3M as of Q1 2026.
Bridgewater Advisors bought 609 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $414K.
State Street SPDR S&P 500 ETF Trust made up 2.34% of Bridgewater Advisors's portfolio in Q1 2026, its #10 holding.
Bridgewater Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 18 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.