Evelyn Partners Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Evelyn Partners Asset 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 Q1	$2.49M	Buy	3,824 +407	+12%	+$277K	0.61%	44
2025 Q4	$2.33M	Sell	3,417 -1,217	-26%	-$823K	0.55%	47
2025 Q3	$3.09M	Sell	4,634 -764	-14%	-$490K	0.7%	42
2025 Q2	$3.34M	Buy	5,398 +258	+5%	+$147K	0.85%	38
2025 Q1	$2.88M	Sell	5,140 -405	-7%	-$238K	0.8%	36
2024 Q4	$3.25M	Buy	+5,545	New	+$3.27M	0.87%	34

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

Jane Street New York $777B AUM 61.18% 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

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

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

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

Evelyn Partners Asset Management's SPY Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q1 2026, buying an estimated $277K and bringing the position to 3,824 shares worth $2.49M. The position accounts for 0.61% of the portfolio, ranked #44.

Evelyn Partners Asset Management first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.34M in Q2 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Evelyn Partners Asset Management held 3,824 shares of State Street SPDR S&P 500 ETF Trust worth $2.49M as of Q1 2026.
Evelyn Partners Asset Management bought 407 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $277K.
State Street SPDR S&P 500 ETF Trust made up 0.61% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #44 holding.
Evelyn Partners Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $3.34M in Q2 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.