Clear Harbor Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Clear Harbor Asset 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
2022 Q3	–	Sell	-2,000	Closed	-$755K	–	393
2022 Q2	$755K	Buy	+2,000	New	+$819K	0.1%	165

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

Clear Harbor Asset Management's SPY Position: Q1 2026 in Review

Clear Harbor Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q1 2026, buying an estimated $1.19M and bringing the position to 68,449 shares worth $44.5M. The position accounts for 3.07% of the portfolio, ranked #5.

Clear Harbor Asset Management first reported a position in SPY in Q1 2014 and has held it in 49 quarters since. The position peaked at $45.5M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Clear Harbor Asset Management held 68,449 shares of State Street SPDR S&P 500 ETF Trust worth $44.5M as of Q1 2026.
Clear Harbor Asset Management bought 1,757 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.19M.
State Street SPDR S&P 500 ETF Trust made up 3.07% of Clear Harbor Asset Management's portfolio in Q1 2026, its #5 holding.
Clear Harbor Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2014 and has held it in 49 quarters since.
Clear Harbor Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $45.5M 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 Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.