CIBC Private Wealth Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$439M	Buy	644,146 +417,135	+184%	+$282M	0.74%	29
2025 Q3	$151M	Sell	227,011 -2,960	-1%	-$1.9M	0.26%	101
2025 Q2	$142M	Sell	229,971 -10,189	-4%	-$5.82M	0.25%	102
2025 Q1	$119M	Sell	240,160 -104,020	-30%	-$61.1M	0.25%	97
2024 Q4	$203M	Buy	344,180 +104,627	+44%	+$61.6M	0.37%	77
2024 Q3	$137M	Sell	239,553 -1,455	-0.6%	-$805K	0.25%	96
2024 Q2	$134M	Buy	241,008 +13,080	+6%	+$6.85M	0.25%	101
2024 Q1	$119M	Sell	227,928 -119,611	-34%	-$59.5M	0.23%	104
2023 Q4	$165M	Buy	347,539 +135,642	+64%	+$60.4M	0.35%	78
2023 Q3	$90.6M	Sell	211,897 -11,537	-5%	-$5.13M	0.21%	107
2023 Q2	$99M	Sell	223,434 -2,455	-1%	-$1.03M	0.22%	107
2023 Q1	$73.3M	Sell	225,889 -10,688	-5%	-$4.26M	0.16%	135
2022 Q4	$61M	Buy	236,577 +7,622	+3%	+$2.93M	0.21%	88
2022 Q3	$81.8M	Buy	228,955 +5,604	+3%	+$2.23M	0.22%	104
2022 Q2	$84.3M	Buy	223,351 +1,742	+0.8%	+$714K	0.22%	103
2022 Q1	$100M	Buy	221,609 +5,034	+2%	+$2.24M	0.22%	106
2021 Q4	$103M	Buy	216,575 +14,679	+7%	+$6.74M	0.21%	110
2021 Q3	$86.6M	Sell	201,896 -43,969	-18%	-$19.4M	0.2%	106
2021 Q2	$105M	Sell	245,865 -14,182	-5%	-$5.92M	0.24%	100
2021 Q1	$103M	Buy	260,047 +9,938	+4%	+$3.83M	0.26%	101
2020 Q4	$93.5M	Buy	250,109 +8,813	+4%	+$3.13M	0.25%	103
2020 Q3	$80.4M	Buy	241,296 +82,553	+52%	+$27.4M	0.25%	94
2020 Q2	$49M	Sell	158,743 -108,467	-41%	-$31.7M	0.24%	83
2020 Q1	$68.9M	Buy	267,210 +2,964	+1%	+$904K	0.3%	88
2019 Q4	$85.1M	Buy	264,246 +11,180	+4%	+$3.44M	0.28%	104
2019 Q3	$75.1M	Buy	253,066 +19,675	+8%	+$5.81M	0.26%	102
2019 Q2	$68.4M	Sell	233,391 -12,562	-5%	-$3.62M	0.24%	101
2019 Q1	$69.5M	Sell	245,953 -28,629	-10%	-$7.78M	0.27%	105
2018 Q4	$68.6M	Buy	274,582 +37,359	+16%	+$10.1M	0.31%	95
2018 Q3	$69M	Buy	237,223 +4,708	+2%	+$1.34M	0.26%	108
2018 Q2	$63.1M	Sell	232,515 -640	-0.3%	-$173K	0.26%	111
2018 Q1	$61.4M	Sell	233,155 -6,036	-3%	-$1.65M	0.27%	111
2017 Q4	$63.8M	Sell	239,191 -1,509	-0.6%	-$392K	0.27%	108
2017 Q3	$60.5M	Buy	240,700 +53,993	+29%	+$13.3M	0.28%	101
2017 Q2	$45.1M	Sell	186,707 -2,644	-1%	-$634K	0.28%	90
2017 Q1	$44.6M	Sell	189,351 -45,009	-19%	-$10.5M	0.28%	94
2016 Q4	$52.4M	Buy	234,360 +67,418	+40%	+$14.7M	0.35%	78
2016 Q3	$36.1M	Buy	166,942 +2,308	+1%	+$499K	0.25%	96
2016 Q2	$34.5M	Buy	164,634 +4,820	+3%	+$1M	0.25%	100
2016 Q1	$32.8M	Sell	159,814 -114,622	-42%	-$22.4M	0.25%	96
2015 Q4	$56M	Buy	274,436 +127,312	+87%	+$26.1M	0.44%	73
2015 Q3	$28.2M	Buy	147,124 +10,971	+8%	+$2.23M	0.23%	103
2015 Q2	$28M	Buy	136,153 +3,959	+3%	+$832K	0.2%	103
2015 Q1	$27.3M	Sell	132,194 -1,241	-0.9%	-$256K	0.2%	109
2014 Q4	$27.4M	Buy	133,435 +6,022	+5%	+$1.21M	0.21%	110
2014 Q3	$25.1M	Buy	127,413 +3,878	+3%	+$767K	0.2%	112
2014 Q2	$24.2M	Sell	123,535 -4,863	-4%	-$925K	0.2%	114
2014 Q1	$24.3M	Buy	+128,398	New	+$23.6M	0.21%	116

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

CIBC Private Wealth Group's SPY Position: Q4 2025 in Review

CIBC Private Wealth Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 184% in Q4 2025, buying an estimated $282M and bringing the position to 644,146 shares worth $439M. The position accounts for 0.74% of the portfolio, ranked #29.

CIBC Private Wealth Group first reported a position in SPY in Q1 2014 and has held it in 48 quarters since. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

CIBC Private Wealth Group held 644,146 shares of State Street SPDR S&P 500 ETF Trust worth $439M as of Q4 2025.
CIBC Private Wealth Group bought 417,135 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $282M.
State Street SPDR S&P 500 ETF Trust made up 0.74% of CIBC Private Wealth Group's portfolio in Q4 2025, its #29 holding.
CIBC Private Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2014 and has held it in 48 quarters since.
4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.