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

Evelyn Partners Investment 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	$2.31M	Hold	3,559	–	–	0.06%	97
2025 Q4	$2.43M	Hold	3,559	–	–	0.07%	98
2025 Q3	$2.37M	Sell	3,559 -1,500	-30%	-$962K	0.07%	100
2025 Q2	$3.13M	Sell	5,059 -368	-7%	-$210K	0.1%	88
2025 Q1	$3.04M	Buy	5,427 +294	+6%	+$173K	0.1%	86
2024 Q4	$3.01M	Buy	+5,133	New	+$3.02M	0.1%	87

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 Investment Management's SPY Position: Q1 2026 in Review

Evelyn Partners Investment Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 3,559 shares worth $2.31M. The position accounts for 0.06% of the portfolio, ranked #97.

Evelyn Partners Investment Management first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.13M in Q2 2025. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Evelyn Partners Investment Management held 3,559 shares of State Street SPDR S&P 500 ETF Trust worth $2.31M as of Q1 2026.
Evelyn Partners Investment Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.06% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #97 holding.
Evelyn Partners Investment 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 Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $3.13M in Q2 2025.
4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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