Elefante Mark B’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Elefante Mark B’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 Q2	–	Sell	-360	Closed	-$201K	–	62
2025 Q1	$201K	Sell	360 -150	-29%	-$88.2K	0.16%	56
2024 Q4	$299K	Buy	+510	New	+$300K	0.27%	47
2019 Q3	–	Sell	-5,286	Closed	-$1.55M	–	50
2019 Q2	$1.55M	Buy	5,286 +3,219	+156%	+$927K	6%	1
2019 Q1	$584K	Buy	2,067 +1,007	+95%	+$274K	2.55%	19
2018 Q4	$265K	Buy	+1,060	New	+$286K	1.27%	30

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Elefante Mark B's SPY Position: Q2 2025 in Review

Elefante Mark B sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025, closing a stake of 360 shares — an estimated $201K sold.

Elefante Mark B first reported a position in SPY in Q4 2018 and held it in 5 quarters. The position peaked at $1.55M in Q2 2019. 4,227 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Elefante Mark B reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2025 after selling out during the quarter.
Elefante Mark B sold 360 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $201K.
Elefante Mark B first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and held it in 5 quarters.
Elefante Mark B's State Street SPDR S&P 500 ETF Trust position peaked at $1.55M in Q2 2019.
4,227 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Elefante Mark B's 13F filing for Q2 2025, filed 28 Jul 2025.