Equitable Holdings’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Equitable Holdings’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 Q2	$241M	Buy	322,426 +22,960	+8%	+$16.6M	1.44%	8
2026 Q1	$204M	Buy	299,466 +9,575	+3%	+$6.51M	1.31%	11
2025 Q4	$198M	Buy	289,891 +13,144	+5%	+$8.88M	1.35%	14
2025 Q3	$184M	Buy	276,747 +9,459	+4%	+$6.06M	1.36%	14
2025 Q2	$165M	Buy	267,288 +19,989	+8%	+$11.4M	1.36%	12
2025 Q1	$138M	Buy	247,299 +16,751	+7%	+$9.85M	1.31%	13
2024 Q4	$135M	Sell	230,548 -5,940	-3%	-$3.5M	1.29%	13
2024 Q3	$136M	Sell	236,488 -547	-0.2%	-$302K	1.31%	13
2024 Q2	$129M	Buy	237,035 +27,401	+13%	+$14.3M	1.36%	12
2024 Q1	$110M	Sell	209,634 -13,266	-6%	-$6.6M	1.24%	12
2023 Q4	$106M	Buy	222,900 +27,043	+14%	+$12M	1.31%	15
2023 Q3	$83.7M	Buy	195,857 +8,385	+4%	+$3.73M	1.2%	17
2023 Q2	$83.1M	Buy	187,472 +43,826	+31%	+$18.4M	1.19%	16
2023 Q1	$58.8M	Sell	143,646 -26,724	-16%	-$10.7M	0.94%	21
2022 Q4	$65.2M	Buy	170,370 +863	+0.5%	+$332K	1.13%	19
2022 Q3	$60.5M	Buy	169,507 +10,411	+7%	+$4.13M	1.18%	18
2022 Q2	$60M	Buy	159,096 +19,854	+14%	+$8.13M	1.15%	18
2022 Q1	$62.9M	Buy	139,242 +36,337	+35%	+$16.2M	1.03%	23
2021 Q4	$48.9M	Buy	102,905 +19,467	+23%	+$8.94M	0.77%	26
2021 Q3	$35.8M	Buy	83,438 +6,655	+9%	+$2.94M	0.61%	32
2021 Q2	$32.9M	Buy	76,783 +527	+0.7%	+$220K	0.57%	38
2021 Q1	$30.2M	Sell	76,256 -4,384	-5%	-$1.69M	0.64%	37
2020 Q4	$30.1M	Buy	80,640 +10,206	+14%	+$3.62M	0.69%	34
2020 Q3	$23.6M	Buy	70,434 +4,487	+7%	+$1.49M	0.61%	36
2020 Q2	$20.3M	Sell	65,947 -15,095	-19%	-$4.42M	0.59%	39
2020 Q1	$20.9M	Sell	81,042 -11,153	-12%	-$3.4M	0.75%	32
2019 Q4	$29.7M	Buy	+92,195	New	+$28.4M	0.87%	28

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Equitable Holdings's SPY Position: Q2 2026 in Review

Equitable Holdings increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.7% in Q2 2026, buying an estimated $16.6M and bringing the position to 322,426 shares worth $241M. The position accounts for 1.44% of the portfolio, ranked #8.

Equitable Holdings first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Equitable Holdings held 322,426 shares of State Street SPDR S&P 500 ETF Trust worth $241M as of Q2 2026.
Equitable Holdings bought 22,960 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $16.6M.
State Street SPDR S&P 500 ETF Trust made up 1.44% of Equitable Holdings's portfolio in Q2 2026, its #8 holding.
Equitable Holdings first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.