Douglass Winthrop Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Douglass Winthrop Advisors’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	$11M	Sell	16,907 -4,161	-20%	-$2.83M	0.2%	50
2025 Q4	$14.4M	Buy	21,068 +455	+2%	+$308K	0.25%	45
2025 Q3	$13.7M	Sell	20,613 -123	-0.6%	-$78.8K	0.24%	42
2025 Q2	$12.8M	Sell	20,736 -226	-1%	-$129K	0.23%	43
2025 Q1	$11.7M	Buy	20,962 +15,714	+299%	+$9.24M	0.22%	44
2024 Q4	$3.08M	Buy	5,248 +26	+0.5%	+$15.3K	0.06%	91
2024 Q3	$3M	Buy	5,222 +382	+8%	+$211K	0.06%	91
2024 Q2	$2.63M	Buy	4,840 +279	+6%	+$146K	0.05%	90
2024 Q1	$2.39M	Buy	4,561 +634	+16%	+$316K	0.05%	95
2023 Q4	$1.87M	Buy	3,927 +209	+6%	+$93.1K	0.04%	98
2023 Q3	$1.59M	Buy	3,718 +258	+7%	+$115K	0.04%	101
2023 Q2	$1.53M	Sell	3,460 -56	-2%	-$23.5K	0.04%	104
2023 Q1	$1.44M	Sell	3,516 -1,883	-35%	-$751K	0.04%	109
2022 Q4	$2.06M	Buy	5,399 +1,794	+50%	+$690K	0.06%	94
2022 Q3	$1.29M	Buy	3,605 +266	+8%	+$106K	0.04%	109
2022 Q2	$1.26M	Buy	3,339 +2,722	+441%	+$1.12M	0.04%	118
2022 Q1	$279K	Buy	617 +57	+10%	+$25.4K	0.01%	233
2021 Q4	$266K	Sell	560 -22	-4%	-$10.1K	0.01%	244
2021 Q3	$250K	Sell	582 -27	-4%	-$11.9K	0.01%	248
2021 Q2	$261K	Sell	609 -1	-0.2%	-$417	0.01%	248
2021 Q1	$242K	Sell	610 -85	-12%	-$32.8K	0.01%	248
2020 Q4	$260K	Sell	695 -53	-7%	-$18.8K	0.01%	237
2020 Q3	$250K	Buy	+748	New	+$248K	0.01%	233
2020 Q2	–	Sell	-905	Closed	-$233K	–	245
2020 Q1	$233K	Sell	905 -1,989	-69%	-$607K	0.01%	212
2019 Q4	$931K	Sell	2,894 -359	-11%	-$111K	0.03%	129
2019 Q3	$965K	Buy	3,253 +42	+1%	+$12.4K	0.04%	124
2019 Q2	$941K	Sell	3,211 -1,251	-28%	-$360K	0.04%	121
2019 Q1	$1.26M	Sell	4,462 -950	-18%	-$258K	0.06%	102
2018 Q4	$1.35M	Sell	5,412 -664	-11%	-$179K	0.07%	103
2018 Q3	$1.77M	Sell	6,076 -5,209	-46%	-$1.48M	0.08%	96
2018 Q2	$3.06M	Sell	11,285 -2,798	-20%	-$756K	0.14%	88
2018 Q1	$3.71M	Buy	14,083 +588	+4%	+$160K	0.18%	79
2017 Q4	$3.6M	Sell	13,495 -57	-0.4%	-$14.8K	0.2%	66
2017 Q3	$3.4M	Sell	13,552 -857	-6%	-$211K	0.2%	68
2017 Q2	$3.48M	Buy	14,409 +2,805	+24%	+$672K	0.21%	63
2017 Q1	$2.74M	Buy	11,604 +205	+2%	+$47.6K	0.17%	70
2016 Q4	$2.55M	Sell	11,399 -206	-2%	-$45K	0.17%	67
2016 Q3	$2.51M	Buy	11,605 +1,780	+18%	+$385K	0.17%	69
2016 Q2	$2.06M	Sell	9,825 -1,210	-11%	-$251K	0.15%	75
2016 Q1	$2.27M	Sell	11,035 -1,240	-10%	-$242K	0.16%	74
2015 Q4	$2.5M	Buy	12,275 +240	+2%	+$49.3K	0.19%	77
2015 Q3	$2.31M	Buy	12,035 +1,206	+11%	+$245K	0.18%	79
2015 Q2	$2.23M	Hold	10,829	–	–	0.17%	80
2015 Q1	$2.23M	Buy	+10,829	New	+$2.23M	0.17%	80

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

Douglass Winthrop Advisors's SPY Position: Q1 2026 in Review

Douglass Winthrop Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 20% in Q1 2026, selling an estimated $2.83M and leaving 16,907 shares worth $11M. The position accounts for 0.2% of the portfolio, ranked #50.

Douglass Winthrop Advisors first reported a position in SPY in Q1 2015 and has held it in 44 quarters since. The position peaked at $14.4M in Q4 2025. 4,552 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Douglass Winthrop Advisors held 16,907 shares of State Street SPDR S&P 500 ETF Trust worth $11M as of Q1 2026.
Douglass Winthrop Advisors sold 4,161 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.83M.
State Street SPDR S&P 500 ETF Trust made up 0.2% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #50 holding.
Douglass Winthrop Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2015 and has held it in 44 quarters since.
Douglass Winthrop Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $14.4M in Q4 2025.
4,552 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.