D. Scott Neal’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

D. Scott Neal’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
2025 Q3	$4.14M	Sell	6,211 -710	-10%	-$455K	1.91%	11
2025 Q2	$4.28M	Buy	6,921 +6,425	+1,295%	+$3.67M	2.13%	10
2025 Q1	$277K	Buy	496 +10	+2%	+$5.88K	0.15%	45
2024 Q4	$297K	Sell	486 -7,226	-94%	-$4.26M	0.16%	43
2024 Q3	$4.44M	Buy	7,712 +4,453	+137%	+$2.46M	2.35%	10
2024 Q2	$1.78M	Buy	3,259 +7	+0.2%	+$3.66K	0.99%	23
2024 Q1	$1.71M	Buy	3,252 +659	+25%	+$328K	1.12%	20
2023 Q4	$1.24M	Buy	2,593 +1,148	+79%	+$511K	1.1%	20
2023 Q3	$620K	Buy	1,445 +866	+150%	+$385K	0.53%	29
2023 Q2	$257K	Buy	+579	New	+$243K	0.19%	59
2022 Q2	–	Sell	-558	Closed	-$252K	–	67
2022 Q1	$252K	Buy	558 +1	+0.2%	+$445	0.1%	59
2021 Q4	$265K	Hold	557	–	–	0.1%	52
2021 Q3	$239K	Hold	557	–	–	0.1%	47
2021 Q2	$238K	Hold	557	–	–	0.11%	46
2021 Q1	$221K	Sell	557 -1,056	-65%	-$407K	0.1%	44
2020 Q4	$603K	Buy	1,613 +184	+13%	+$65.3K	0.29%	23
2020 Q3	$479K	Sell	1,429 -1,054	-42%	-$349K	0.27%	23
2020 Q2	$766K	Buy	2,483 +71	+3%	+$20.8K	0.48%	12
2020 Q1	$622K	Sell	2,412 -352	-13%	-$107K	0.37%	14
2019 Q4	$890K	Sell	2,764 -88	-3%	-$27.1K	0.43%	23
2019 Q3	$846K	Sell	2,852 -226	-7%	-$66.8K	0.44%	21
2019 Q2	$902K	Sell	3,078 -29	-0.9%	-$8.35K	0.49%	18
2019 Q1	$878K	Sell	3,107 -40	-1%	-$10.9K	0.46%	15
2018 Q4	$786K	Buy	3,147 +4	+0.1%	+$1.08K	0.43%	14
2018 Q3	$914K	Sell	3,143 -467	-13%	-$133K	0.46%	22
2018 Q2	$979K	Sell	3,610 -31,997	-90%	-$8.64M	0.55%	19
2018 Q1	$9.37M	Sell	35,607 -1,179	-3%	-$322K	5.32%	8
2017 Q4	$9.82M	Sell	36,786 -17,819	-33%	-$4.63M	5.88%	7
2017 Q3	$13.7M	Sell	54,605 -8,238	-13%	-$2.03M	8.27%	6
2017 Q2	$15.2M	Sell	62,843 -824	-1%	-$197K	10.35%	4
2017 Q1	$15M	Buy	63,667 +607	+1%	+$141K	9.67%	4
2016 Q4	$14.1M	Sell	63,060 -2,055	-3%	-$449K	10.04%	4
2016 Q3	$14.1M	Sell	65,115 -1,283	-2%	-$277K	11.05%	3
2016 Q2	$13.9M	Sell	66,398 -970	-1%	-$201K	12.33%	3
2016 Q1	$13.8M	Sell	67,368 -19,617	-23%	-$3.83M	12.98%	3
2015 Q4	$17.7M	Sell	86,985 -1,735	-2%	-$356K	14.08%	2
2015 Q3	$17M	Sell	88,720 -12,751	-13%	-$2.59M	14.29%	2
2015 Q2	$20.9M	Sell	101,471 -685	-0.7%	-$144K	14.35%	1
2015 Q1	$21.1M	Sell	102,156 -2,006	-2%	-$414K	15.12%	1
2014 Q4	$21.4M	Buy	104,162 +7,650	+8%	+$1.54M	15.07%	1
2014 Q3	$19M	Sell	96,512 -9,540	-9%	-$1.89M	15.11%	2
2014 Q2	$20.8M	Sell	106,052 -5,033	-5%	-$957K	16.38%	1
2014 Q1	$20.8M	Sell	111,085 -16,365	-13%	-$3M	17.47%	1
2013 Q4	$23.5M	Buy	+127,450	New	+$22.6M	21.1%	1

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D. Scott Neal's SPY Position: Q3 2025 in Review

D. Scott Neal reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q3 2025, selling an estimated $455K and leaving 6,211 shares worth $4.14M. The position accounts for 1.91% of the portfolio, ranked #11.

D. Scott Neal first reported a position in SPY in Q4 2013 and has held it in 44 quarters since. The position peaked at $23.5M in Q4 2013. 4,245 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

D. Scott Neal held 6,211 shares of State Street SPDR S&P 500 ETF Trust worth $4.14M as of Q3 2025.
D. Scott Neal sold 710 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $455K.
State Street SPDR S&P 500 ETF Trust made up 1.91% of D. Scott Neal's portfolio in Q3 2025, its #11 holding.
D. Scott Neal first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 44 quarters since.
D. Scott Neal's State Street SPDR S&P 500 ETF Trust position peaked at $23.5M in Q4 2013.
4,245 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.