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

Dudley Capital 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
2026 Q3	$403K	Sell	527 -91	-15%	-$69.1K	0.16%	97
2026 Q2	$461K	Hold	618	–	–	0.18%	92
2026 Q1	$402K	Hold	618	–	–	0.18%	89
2025 Q4	$421K	Buy	618 +22	+4%	+$14.9K	0.18%	92
2025 Q3	$397K	Sell	596 -5	-0.8%	-$3.2K	0.18%	93
2025 Q2	$371K	Sell	601 -25	-4%	-$14.3K	0.19%	94
2025 Q1	$350K	Sell	626 -9	-1%	-$5.29K	0.18%	88
2024 Q4	$372K	Hold	635	–	–	0.19%	87
2024 Q3	$364K	Hold	635	–	–	0.19%	87
2024 Q2	$346K	Hold	635	–	–	0.19%	85
2024 Q1	$332K	Buy	635 +20	+3%	+$10K	0.19%	86
2023 Q4	$292K	Hold	615	–	–	0.19%	90
2023 Q3	$263K	Sell	615 -72	-10%	-$32K	0.18%	88
2023 Q2	$305K	Buy	687 +7	+1%	+$2.94K	0.2%	85
2023 Q1	$278K	Sell	680 -23	-3%	-$9.18K	0.19%	92
2022 Q4	$269K	Buy	+703	New	+$270K	0.19%	95

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Dudley Capital Management's SPY Position: Q3 2026 in Review

Dudley Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q3 2026, selling an estimated $69.1K and leaving 527 shares worth $403K. The position accounts for 0.16% of the portfolio, ranked #97.

Dudley Capital Management first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. The position peaked at $461K in Q2 2026. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Dudley Capital Management held 527 shares of State Street SPDR S&P 500 ETF Trust worth $403K as of Q3 2026.
Dudley Capital Management sold 91 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $69.1K.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Dudley Capital Management's portfolio in Q3 2026, its #97 holding.
Dudley Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
Dudley Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $461K in Q2 2026.
4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Dudley Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.