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

Efficient 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
2025 Q1	–	Sell	-479	Closed	-$281K	–	65
2024 Q4	$281K	Buy	+479	New	+$282K	0.02%	63
2017 Q3	–	Sell	-12,291	Closed	-$2.97M	–	49
2017 Q2	$2.97M	Sell	12,291 -340	-3%	-$81.5K	0.44%	28
2017 Q1	$2.98M	Buy	12,631 +74	+0.6%	+$17.2K	0.42%	29
2016 Q4	$2.81M	Buy	12,557 +64	+0.5%	+$14K	0.4%	29
2016 Q3	$2.7M	Buy	12,493 +62	+0.5%	+$13.4K	0.4%	30
2016 Q2	$2.6M	Buy	12,431 +53	+0.4%	+$11K	0.41%	34
2016 Q1	$2.54M	Buy	+12,378	New	+$2.42M	0.46%	25

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Efficient Advisors's SPY Position: Q1 2025 in Review

Efficient Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 479 shares — an estimated $281K sold.

Efficient Advisors first reported a position in SPY in Q1 2016 and held it in 7 quarters. The position peaked at $2.98M in Q1 2017. 4,171 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

Efficient Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
Efficient Advisors sold 479 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $281K.
Efficient Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2016 and held it in 7 quarters.
Efficient Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.98M in Q1 2017.
4,171 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Efficient Advisors's 13F filing for Q1 2025, filed 6 May 2025.