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

Corda 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 Q2	$2.05M	Buy	2,746 +120	+5%	+$87K	0.13%	60
2026 Q1	$1.71M	Sell	2,626 -816	-24%	-$555K	0.12%	59
2025 Q4	$2.35M	Buy	3,442 +181	+6%	+$122K	0.17%	53
2025 Q3	$2.17M	Buy	3,261 +740	+29%	+$474K	0.15%	57
2025 Q2	$1.56M	Sell	2,521 -37	-1%	-$21.2K	0.11%	62
2025 Q1	$1.43M	Sell	2,558 -4	-0.2%	-$2.35K	0.11%	60
2024 Q4	$1.5M	Sell	2,562 -21	-0.8%	-$12.4K	0.12%	60
2024 Q3	$1.48M	Sell	2,583 -483	-16%	-$267K	0.12%	59
2024 Q2	$1.67M	Sell	3,066 -149	-5%	-$78K	0.14%	55
2024 Q1	$1.68M	Buy	3,215 +472	+17%	+$235K	0.13%	54
2023 Q4	$1.3M	Sell	2,743 -570	-17%	-$254K	0.11%	56
2023 Q3	$1.42M	Sell	3,313 -94	-3%	-$41.8K	0.13%	53
2023 Q2	$1.51M	Buy	+3,407	New	+$1.43M	0.12%	58

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corda Investment Management's SPY Position: Q2 2026 in Review

Corda Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.6% in Q2 2026, buying an estimated $87K and bringing the position to 2,746 shares worth $2.05M. The position accounts for 0.13% of the portfolio, ranked #60.

Corda Investment Management first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.35M in Q4 2025. 4,659 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Corda Investment Management held 2,746 shares of State Street SPDR S&P 500 ETF Trust worth $2.05M as of Q2 2026.
Corda Investment Management bought 120 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $87K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Corda Investment Management's portfolio in Q2 2026, its #60 holding.
Corda Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 13 quarters since.
Corda Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.35M in Q4 2025.
4,659 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Corda Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.