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

Cambria 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 Q1	$9.35M	Sell	14,372 -4,986	-26%	-$3.39M	0.52%	79
2025 Q4	$13.2M	Buy	19,358 +10,940	+130%	+$7.39M	0.77%	7
2025 Q3	$5.61M	Buy	8,418 +5,222	+163%	+$3.35M	0.34%	132
2025 Q2	$1.97M	Buy	+3,196	New	+$1.83M	0.13%	167
2019 Q4	–	Sell	-18,299	Closed	-$5.43M	–	232
2019 Q3	$5.43M	Sell	18,299 -1,015	-5%	-$300K	0.81%	37
2019 Q2	$5.66M	Sell	19,314 -459	-2%	-$132K	0.87%	32
2019 Q1	$5.58M	Buy	19,773 +181	+0.9%	+$49.2K	0.87%	32
2018 Q4	$4.9M	Sell	19,592 -1,527	-7%	-$412K	0.83%	31
2018 Q3	$6.14M	Sell	21,119 -576	-3%	-$164K	0.9%	25
2018 Q2	$6.06M	Buy	21,695 +114	+0.5%	+$30.8K	0.9%	25
2018 Q1	$5.68M	Sell	21,581 -10,507	-33%	-$2.87M	0.83%	26
2017 Q4	$8.56M	Buy	32,088 +103	+0.3%	+$26.8K	1.19%	9
2017 Q3	$8.04M	Sell	31,985 -853	-3%	-$210K	1.24%	8
2017 Q2	$7.94M	Buy	+32,838	New	+$7.87M	1.71%	5
2015 Q1	–	Sell	-17	Closed	-$3K	–	275
2014 Q4	$3K	Buy	+17	New	+$3.42K	﹤0.01%	221

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

Cambria Investment Management's SPY Position: Q1 2026 in Review

Cambria Investment Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 26% in Q1 2026, selling an estimated $3.39M and leaving 14,372 shares worth $9.35M. The position accounts for 0.52% of the portfolio, ranked #79.

Cambria Investment Management first reported a position in SPY in Q4 2014 and has held it in 15 quarters since. The position peaked at $13.2M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Cambria Investment Management held 14,372 shares of State Street SPDR S&P 500 ETF Trust worth $9.35M as of Q1 2026.
Cambria Investment Management sold 4,986 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.39M.
State Street SPDR S&P 500 ETF Trust made up 0.52% of Cambria Investment Management's portfolio in Q1 2026, its #79 holding.
Cambria Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 15 quarters since.
Cambria Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $13.2M in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.