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Diversified Enterprises’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Diversified Enterprises’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 		$1.95M Buy
+3,000
New +$2.04M 0.11% 93
2025
Q1 		– Sell
-11,500
Closed -$6.74M – 307
2024
Q4 		$6.74M Buy
+11,500
New +$6.78M 0.64% 19

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Diversified Enterprises's SPY Position: Q1 2026 in Review

Diversified Enterprises reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q1 2026, selling an estimated $1.27M and leaving 15,161 shares worth $9.86M. The position accounts for 0.54% of the portfolio, ranked #24.

Diversified Enterprises first reported a position in SPY in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.6M in Q4 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Diversified Enterprises held 15,161 shares of State Street SPDR S&P 500 ETF Trust worth $9.86M as of Q1 2026.
  • Diversified Enterprises sold 1,875 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.27M.
  • State Street SPDR S&P 500 ETF Trust made up 0.54% of Diversified Enterprises's portfolio in Q1 2026, its #24 holding.
  • Diversified Enterprises first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 7 quarters since.
  • Diversified Enterprises's State Street SPDR S&P 500 ETF Trust position peaked at $11.6M in Q4 2025.
  • 4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.