Coyle Financial Counsel’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Coyle Financial Counsel’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
2015 Q2	–	Sell	-28,100	Closed	-$509K	–	42
2015 Q1	$509K	Buy	+28,100	New	+$5.8M	0.57%	30

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

Coyle Financial Counsel's SPY Position: Q1 2026 in Review

Coyle Financial Counsel increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.3% in Q1 2026, buying an estimated $178K and bringing the position to 3,408 shares worth $2.22M. The position accounts for 0.47% of the portfolio, ranked #26.

Coyle Financial Counsel first reported a position in SPY in Q4 2013 and has held it in 48 quarters since. The position peaked at $4.42M in Q2 2016. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Coyle Financial Counsel held 3,408 shares of State Street SPDR S&P 500 ETF Trust worth $2.22M as of Q1 2026.
Coyle Financial Counsel bought 262 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $178K.
State Street SPDR S&P 500 ETF Trust made up 0.47% of Coyle Financial Counsel's portfolio in Q1 2026, its #26 holding.
Coyle Financial Counsel first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 48 quarters since.
Coyle Financial Counsel's State Street SPDR S&P 500 ETF Trust position peaked at $4.42M in Q2 2016.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.