Culbertson A N & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Culbertson A N & Co’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	$1.8M	Sell	2,767 -82	-3%	-$55.8K	0.23%	77
2025 Q4	$1.94M	Sell	2,849 -19	-0.7%	-$12.8K	0.27%	71
2025 Q3	$1.91M	Sell	2,868 -99	-3%	-$63.5K	0.27%	72
2025 Q2	$1.83M	Sell	2,967 -29	-1%	-$16.6K	0.28%	69
2025 Q1	$1.68M	Buy	2,996 +170	+6%	+$99.9K	0.27%	77
2024 Q4	$1.66M	Hold	2,826	–	–	0.26%	78
2024 Q3	$1.62M	Sell	2,826 -20	-0.7%	-$11.1K	0.26%	78
2024 Q2	$1.55M	Sell	2,846 -582	-17%	-$305K	0.27%	74
2024 Q1	$1.79M	Sell	3,428 -17	-0.5%	-$8.46K	0.31%	71
2023 Q4	$1.64M	Sell	3,445 -1	-0%	-$445	0.3%	70
2023 Q3	$1.47M	Hold	3,446	–	–	0.3%	68
2023 Q2	$1.53M	Sell	3,446 -71	-2%	-$29.8K	0.3%	69
2023 Q1	$1.44M	Sell	3,517 -20	-0.6%	-$7.98K	0.29%	73
2022 Q4	$1.35M	Sell	3,537 -500	-12%	-$192K	0.28%	74
2022 Q3	$1.44M	Sell	4,037 -44	-1%	-$17.5K	0.33%	68
2022 Q2	$1.54M	Hold	4,081	–	–	0.33%	70
2022 Q1	$1.84M	Buy	4,081 +1,036	+34%	+$461K	0.35%	70
2021 Q4	$1.45M	Sell	3,045 -75	-2%	-$34.4K	0.27%	78
2021 Q3	$1.34M	Buy	3,120 +5	+0.2%	+$2.21K	0.27%	76
2021 Q2	$1.33M	Sell	3,115 -50	-2%	-$20.9K	0.28%	76
2021 Q1	$1.25M	Sell	3,165 -65	-2%	-$25.1K	0.28%	77
2020 Q4	$1.21M	Sell	3,230 -5	-0.2%	-$1.77K	0.29%	74
2020 Q3	$1.08M	Sell	3,235 -1,090	-25%	-$361K	0.29%	72
2020 Q2	$1.33M	Buy	4,325 +25	+0.6%	+$7.32K	0.37%	70
2020 Q1	$1.11M	Buy	4,300 +1,140	+36%	+$348K	0.36%	70
2019 Q4	$1.02M	Sell	3,160 -70	-2%	-$21.6K	0.26%	79
2019 Q3	$959K	Sell	3,230 -54	-2%	-$16K	0.26%	80
2019 Q2	$962K	Hold	3,284	–	–	0.27%	78
2019 Q1	$928K	Sell	3,284 -70	-2%	-$19K	0.27%	78
2018 Q4	$838K	Sell	3,354 -40	-1%	-$10.8K	0.27%	76
2018 Q3	$987K	Sell	3,394 -40	-1%	-$11.4K	0.27%	74
2018 Q2	$932K	Sell	3,434 -79	-2%	-$21.3K	0.28%	73
2018 Q1	$924K	Hold	3,513	–	–	0.28%	73
2017 Q4	$937K	Hold	3,513	–	–	0.26%	74
2017 Q3	$883K	Hold	3,513	–	–	0.27%	74
2017 Q2	$849K	Hold	3,513	–	–	0.27%	73
2017 Q1	$828K	Sell	3,513 -37	-1%	-$8.6K	0.27%	72
2016 Q4	$794K	Sell	3,550 -40	-1%	-$8.74K	0.27%	70
2016 Q3	$777K	Sell	3,590 -3,615	-50%	-$781K	0.28%	70
2016 Q2	$1.51M	Buy	7,205 +2,312	+47%	+$480K	0.56%	56
2016 Q1	$1.01M	Hold	4,893	–	–	0.39%	63
2015 Q4	$998K	Sell	4,893 -90	-2%	-$18.5K	0.39%	63
2015 Q3	$955K	Sell	4,983 -73	-1%	-$14.8K	0.4%	64
2015 Q2	$1.04M	Hold	5,056	–	–	0.41%	64
2015 Q1	$1.04M	Buy	5,056 +97	+2%	+$20K	0.42%	61
2014 Q4	$1.02M	Buy	4,959 +200	+4%	+$40.2K	0.42%	59
2014 Q3	$938K	Sell	4,759 -80	-2%	-$15.8K	0.4%	60
2014 Q2	$947K	Hold	4,839	–	–	0.41%	61
2014 Q1	$905K	Sell	4,839 -78	-2%	-$14.3K	0.42%	62
2013 Q4	$908K	Sell	4,917 -114	-2%	-$20.2K	0.44%	60
2013 Q3	$845K	Hold	5,031	–	–	0.45%	60
2013 Q2	$807K	Buy	+5,031	New	+$810K	0.45%	59

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

Culbertson A N & Co's SPY Position: Q1 2026 in Review

Culbertson A N & Co reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q1 2026, selling an estimated $55.8K and leaving 2,767 shares worth $1.8M. The position accounts for 0.23% of the portfolio, ranked #77.

Culbertson A N & Co first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.94M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Culbertson A N & Co held 2,767 shares of State Street SPDR S&P 500 ETF Trust worth $1.8M as of Q1 2026.
Culbertson A N & Co sold 82 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $55.8K.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Culbertson A N & Co's portfolio in Q1 2026, its #77 holding.
Culbertson A N & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Culbertson A N & Co's State Street SPDR S&P 500 ETF Trust position peaked at $1.94M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Culbertson A N & Co's 13F filing for Q1 2026, filed 12 May 2026.