Ewing Morris & Co Investment Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Ewing Morris & Co Investment Partners’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	$3.23M	Buy	4,952 +3,149	+175%	+$2.14M	1.45%	23
2025 Q4	$1.25M	Hold	1,803	–	–	0.54%	44
2025 Q3	$1.2M	Sell	1,803 -536	-23%	-$344K	0.51%	46
2025 Q2	$1.45M	Buy	2,339 +625	+36%	+$357K	0.65%	41
2025 Q1	$1.24M	Hold	1,714	–	–	0.39%	56
2024 Q4	$1M	Buy	+1,714	New	+$1.01M	0.35%	60

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

Ewing Morris & Co Investment Partners's SPY Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 175% in Q1 2026, buying an estimated $2.14M and bringing the position to 4,952 shares worth $3.23M. The position accounts for 1.45% of the portfolio, ranked #23.

Ewing Morris & Co Investment Partners first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Ewing Morris & Co Investment Partners held 4,952 shares of State Street SPDR S&P 500 ETF Trust worth $3.23M as of Q1 2026.
Ewing Morris & Co Investment Partners bought 3,149 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.14M.
State Street SPDR S&P 500 ETF Trust made up 1.45% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #23 holding.
Ewing Morris & Co Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.