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 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 $1.56T 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

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

Corda Investment Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 24% in Q1 2026, selling an estimated $555K and leaving 2,626 shares worth $1.71M. The position accounts for 0.12% of the portfolio, ranked #59.

Corda Investment Management first reported a position in SPY in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.35M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Corda Investment Management held 2,626 shares of State Street SPDR S&P 500 ETF Trust worth $1.71M as of Q1 2026.
Corda Investment Management sold 816 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $555K.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Corda Investment Management's portfolio in Q1 2026, its #59 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 12 quarters since.
Corda Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.35M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Corda Investment Management's 13F filing for Q1 2026, filed 4 May 2026.