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

Dakota Wealth 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
2020 Q4	–	Sell	-2,400	Closed	-$803K	–	342
2020 Q3	$803K	Sell	2,400 -10,000	-81%	-$3.31M	0.13%	127
2020 Q2	$3.83M	Buy	+12,400	New	+$3.63M	0.65%	47

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

Dakota Wealth Management's SPY Position: Q1 2026 in Review

Dakota Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.6% in Q1 2026, buying an estimated $4.15M and bringing the position to 114,199 shares worth $74.3M. The position accounts for 1.61% of the portfolio, ranked #10.

Dakota Wealth Management first reported a position in SPY in Q4 2014 and has held it in 46 quarters since. 4,552 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Dakota Wealth Management held 114,199 shares of State Street SPDR S&P 500 ETF Trust worth $74.3M as of Q1 2026.
Dakota Wealth Management bought 6,101 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.15M.
State Street SPDR S&P 500 ETF Trust made up 1.61% of Dakota Wealth Management's portfolio in Q1 2026, its #10 holding.
Dakota Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 46 quarters since.
4,552 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.