Drexel Morgan & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Drexel Morgan & Co’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	$6.87M	Sell	10,561 -350	-3%	-$238K	1.01%	20
2025 Q4	$7.44M	Hold	10,911	–	–	1.16%	19
2025 Q3	$7.27M	Hold	10,911	–	–	1.14%	18
2025 Q2	$6.74M	Buy	10,911 +475	+5%	+$272K	1.2%	18
2025 Q1	$5.84M	Buy	10,436 +50	+0.5%	+$29.4K	1.23%	16
2024 Q4	$6.09M	Hold	10,386	–	–	1.26%	17
2024 Q3	$5.96M	Sell	10,386 -50	-0.5%	-$27.6K	1.11%	18
2024 Q2	$5.68M	Buy	10,436 +200	+2%	+$105K	1.22%	17
2024 Q1	$5.35M	Buy	10,236 +45	+0.4%	+$22.4K	1.1%	17
2023 Q4	$4.84M	Buy	10,191 +225	+2%	+$100K	1.12%	18
2023 Q3	$4.26M	Hold	9,966	–	–	1.16%	18
2023 Q2	$4.42M	Hold	9,966	–	–	1.15%	17
2023 Q1	$4.08M	Sell	9,966 -1,295	-11%	-$517K	1.03%	18
2022 Q4	$4.31M	Sell	11,261 -75,000	-87%	-$28.8M	0.89%	19
2022 Q3	$30.8M	Buy	86,261 +30	+0%	+$11.9K	7.4%	4
2022 Q2	$32.5M	Buy	86,231 +75,235	+684%	+$30.8M	8.94%	3
2022 Q1	$4.97M	Buy	10,996 +155	+1%	+$69K	1.44%	15
2021 Q4	$5.15M	Hold	10,841	–	–	1.49%	16
2021 Q3	$4.65M	Sell	10,841 -7,811	-42%	-$3.45M	1.49%	16
2021 Q2	$7.99M	Hold	18,652	–	–	2.36%	11
2021 Q1	$7.39M	Buy	18,652 +240	+1%	+$92.6K	1.87%	13
2020 Q4	$6.88M	Buy	18,412 +3,850	+26%	+$1.37M	1.88%	14
2020 Q3	$4.88M	Sell	14,562 -3,852	-21%	-$1.28M	1.71%	16
2020 Q2	$5.68M	Buy	18,414 +7,687	+72%	+$2.25M	2.15%	13
2020 Q1	$2.76M	Buy	10,727 +800	+8%	+$244K	1.07%	24
2019 Q4	$3.2M	Buy	9,927 +1,318	+15%	+$406K	2.4%	13
2019 Q3	$2.55M	Buy	8,609 +222	+3%	+$65.6K	1.97%	13
2019 Q2	$2.46M	Hold	8,387	–	–	1.89%	17
2019 Q1	$2.37M	Sell	8,387 -1,646	-16%	-$447K	2.1%	14
2018 Q4	$2.51M	Sell	10,033 -44	-0.4%	-$11.9K	2.51%	11
2018 Q3	$2.93M	Hold	10,077	–	–	2.58%	8
2018 Q2	$2.73M	Hold	10,077	–	–	2.74%	6
2018 Q1	$2.65M	Hold	10,077	–	–	2.76%	6
2017 Q4	$2.69M	Hold	10,077	–	–	2.61%	6
2017 Q3	$2.53M	Hold	10,077	–	–	2.59%	7
2017 Q2	$2.44M	Hold	10,077	–	–	2.5%	8
2017 Q1	$2.38M	Hold	10,077	–	–	2.63%	6
2016 Q4	$2.25M	Sell	10,077 -1,900	-16%	-$415K	2.68%	6
2016 Q3	$2.59M	Hold	11,977	–	–	2.88%	5
2016 Q2	$2.51M	Hold	11,977	–	–	2.84%	5
2016 Q1	$2.46M	Buy	11,977 +100	+0.8%	+$19.5K	2.89%	4
2015 Q4	$2.42M	Hold	11,877	–	–	2.68%	7
2015 Q3	$2.28M	Hold	11,877	–	–	2.94%	7
2015 Q2	$2.44M	Hold	11,877	–	–	2.9%	7
2015 Q1	$2.45M	Hold	11,877	–	–	2.62%	8
2014 Q4	$2.44M	Hold	11,877	–	–	2.75%	6
2014 Q3	$2.34M	Hold	11,877	–	–	2.84%	6
2014 Q2	$2.33M	Hold	11,877	–	–	2.81%	6
2014 Q1	$2.22M	Hold	11,877	–	–	2.8%	7
2013 Q4	$2.19M	Hold	11,877	–	–	2.96%	6
2013 Q3	$2M	Hold	11,877	–	–	2.74%	8
2013 Q2	$1.91M	Buy	+11,877	New	+$1.91M	3.16%	8

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

Drexel Morgan & Co's SPY Position: Q1 2026 in Review

Drexel Morgan & Co reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.2% in Q1 2026, selling an estimated $238K and leaving 10,561 shares worth $6.87M. The position accounts for 1.01% of the portfolio, ranked #20.

Drexel Morgan & Co first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.5M in Q2 2022. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Drexel Morgan & Co held 10,561 shares of State Street SPDR S&P 500 ETF Trust worth $6.87M as of Q1 2026.
Drexel Morgan & Co sold 350 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $238K.
State Street SPDR S&P 500 ETF Trust made up 1.01% of Drexel Morgan & Co's portfolio in Q1 2026, its #20 holding.
Drexel Morgan & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Drexel Morgan & Co's State Street SPDR S&P 500 ETF Trust position peaked at $32.5M in Q2 2022.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Drexel Morgan & Co's 13F filing for Q1 2026, filed 11 May 2026.