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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,800
Closed -$1.23M 492
2025
Q4
$1.23M Sell
1,800
-10,300
-85% -$6.96M 0.08% 174
2025
Q3
$8.06M Buy
+12,100
New +$7.76M 0.56% 41
2024
Q3
Sell
-11,000
Closed -$5.99M 396
2024
Q2
$5.99M Buy
+11,000
New +$5.76M 0.51% 48
2024
Q1
Sell
-19,200
Closed -$9.13M 401
2023
Q4
$9.13M Buy
19,200
+14,200
+284% +$6.33M 0.84% 26
2023
Q3
$2.14M Buy
+5,000
New +$2.22M 0.22% 92
2023
Q1
Sell
-2,500
Closed -$956K 424
2022
Q4
$956K Buy
+2,500
New +$961K 0.12% 138
2020
Q4
Sell
-5,500
Closed -$50.6K 668
2020
Q3
$50.6K Buy
5,500
+3,000
+120% +$994K 0.01% 392
2020
Q2
$57K Hold
2,500
0.01% 261
2020
Q1
$144K Sell
2,500
-22,900
-90% -$6.99M 0.03% 235
2019
Q4
$136K Buy
25,400
+20,400
+408% +$6.28M 0.02% 297
2019
Q3
$12K Buy
+5,000
New +$1.48M ﹤0.01% 258
2019
Q2
Sell
-13,500
Closed -$26K 264
2019
Q1
$26K Buy
13,500
+8,500
+170% +$2.31M 0.01% 243
2018
Q4
$77K Sell
5,000
-17,500
-78% -$4.72M 0.02% 224
2018
Q3
$170K Sell
22,500
-10,500
-32% -$2.99M 0.03% 229
2018
Q2
$72K Buy
+33,000
New +$8.91M 0.01% 244
2018
Q1
Sell
-46,500
Closed -$60K 246
2017
Q4
$60K Buy
46,500
+16,500
+55% +$4.29M 0.01% 240
2017
Q3
$9K Buy
30,000
+29,800
+14,900% +$7.35M ﹤0.01% 242
2017
Q2
$33K Buy
+200
New +$47.9K 0.01% 249
2017
Q1
Sell
-10,000
Closed -$14K 269
2016
Q4
$14K Sell
10,000
-17,500
-64% -$3.82M ﹤0.01% 248
2016
Q3
$18K Buy
27,500
+12,300
+81% +$2.66M ﹤0.01% 245
2016
Q2
$31K Buy
+15,200
New +$3.15M 0.01% 253
2016
Q1
Sell
-50,000
Closed -$67K 275
2015
Q4
$67K Sell
50,000
-33,500
-40% -$6.88M 0.02% 253
2015
Q3
$891K Buy
83,500
+51,500
+161% +$10.4M 0.2% 90
2015
Q2
$225K Sell
32,000
-77,900
-71% -$16.4M 0.04% 255
2015
Q1
$378K Buy
109,900
+68,900
+168% +$14.2M 0.07% 193
2014
Q4
$183K Buy
+41,000
New +$8.24M 0.04% 260

Other funds holding SPY

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.