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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$114M Buy
175,214
+3,141
+2% +$2.14M 15.98% 2
2025
Q4
$117M Sell
172,073
-3,572
-2% -$2.41M 16.42% 2
2025
Q3
$117M Buy
175,645
+2,686
+2% +$1.72M 16.83% 2
2025
Q2
$107M Buy
172,959
+2,936
+2% +$1.68M 16.56% 2
2025
Q1
$95.1M Sell
170,023
-1,177
-0.7% -$692K 16.87% 2
2024
Q4
$100M Sell
171,200
-2,011
-1% -$1.18M 16.17% 2
2024
Q3
$99.4M Buy
173,211
+787
+0.5% +$435K 18.46% 2
2024
Q2
$93.8M Buy
172,424
+983
+0.6% +$514K 19.09% 2
2024
Q1
$89.7M Buy
171,441
+1,979
+1% +$985K 17.88% 2
2023
Q4
$80.5M Sell
169,462
-11,995
-7% -$5.34M 16.75% 2
2023
Q3
$77.6M Sell
181,457
-2,388
-1% -$1.06M 18.11% 1
2023
Q2
$81.5M Buy
183,845
+101
+0.1% +$42.4K 17.65% 2
2023
Q1
$75.2M Sell
183,744
-13,856
-7% -$5.53M 17.22% 1
2022
Q4
$75.6M Sell
197,600
-4,628
-2% -$1.78M 17.62% 1
2022
Q3
$72.2M Buy
202,228
+2,379
+1% +$945K 17.48% 1
2022
Q2
$75.4M Buy
199,849
+2,841
+1% +$1.16M 16.99% 1
2022
Q1
$89M Buy
197,008
+20,984
+12% +$9.34M 16.55% 1
2021
Q4
$83.6M Buy
176,024
+14,983
+9% +$6.88M 15.71% 2
2021
Q3
$69.1M Buy
161,041
+17,334
+12% +$7.65M 14.24% 2
2021
Q2
$61.5M Buy
143,707
+20,408
+17% +$8.52M 13.38% 3
2021
Q1
$48.9M Buy
123,299
+24,415
+25% +$9.42M 11.5% 3
2020
Q4
$37M Sell
98,884
-2,733
-3% -$970K 10.55% 3
2020
Q3
$34M Buy
101,617
+6,595
+7% +$2.19M 10.63% 3
2020
Q2
$29.3M Sell
95,022
-37,697
-28% -$11M 9.33% 3
2020
Q1
$34.2M Buy
132,719
+57,084
+75% +$17.4M 12.44% 3
2019
Q4
$24.3M Buy
75,635
+500
+0.7% +$154K 7.13% 4
2019
Q3
$22.3M Sell
75,135
-724
-1% -$214K 7.6% 3
2019
Q2
$22.2M Sell
75,859
-3,721
-5% -$1.07M 7.51% 3
2019
Q1
$22.5M Sell
79,580
-8,497
-10% -$2.31M 9.56% 2
2018
Q4
$22M Buy
88,077
+6,900
+8% +$1.86M 10.76% 2
2018
Q3
$23.6M Buy
81,177
+4,147
+5% +$1.18M 11.34% 2
2018
Q2
$20.9M Buy
77,030
+9,101
+13% +$2.46M 11.48% 2
2018
Q1
$17.9M Buy
67,929
+27,823
+69% +$7.59M 9.99% 2
2017
Q4
$10.7M Sell
40,106
-12,286
-23% -$3.19M 6.73% 3
2017
Q3
$13.2M Buy
52,392
+8,631
+20% +$2.13M 4.11% 4
2017
Q2
$10.6M Buy
43,761
+5,170
+13% +$1.24M 3.46% 7
2017
Q1
$9.1M Buy
38,591
+5,498
+17% +$1.28M 3.15% 7
2016
Q4
$7.4M Buy
+33,093
New +$7.23M 2.55% 7

Other funds holding SPY

Dimension Capital Management's SPY Position: Q1 2026 in Review

Dimension Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q1 2026, buying an estimated $2.14M and bringing the position to 175,214 shares worth $114M. The position accounts for 15.98% of the portfolio, ranked #2.

Dimension Capital Management first reported a position in SPY in Q4 2016 and has held it in 38 quarters since. The position peaked at $117M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Dimension Capital Management held 175,214 shares of State Street SPDR S&P 500 ETF Trust worth $114M as of Q1 2026.
  • Dimension Capital Management bought 3,141 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.14M.
  • State Street SPDR S&P 500 ETF Trust made up 15.98% of Dimension Capital Management's portfolio in Q1 2026, its #2 holding.
  • Dimension Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 38 quarters since.
  • Dimension Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $117M in Q4 2025.
  • 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.