Empirical Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Empirical Asset Management's SPY Position: Q1 2026 in Review
Empirical Asset Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q1 2026, selling an estimated $2.5M and leaving 19,140 shares worth $12.4M. The position accounts for 3.28% of the portfolio, ranked #2.
Empirical Asset Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.6M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Empirical Asset Management held 19,140 shares of State Street SPDR S&P 500 ETF Trust worth $12.4M as of Q1 2026.
- Empirical Asset Management sold 3,680 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.5M.
- State Street SPDR S&P 500 ETF Trust made up 3.28% of Empirical Asset Management's portfolio in Q1 2026, its #2 holding.
- Empirical Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
- Empirical Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $15.6M in Q4 2025.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.