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 Q2	$1.85M	Sell	2,470 -2,482	-50%	-$1.8M	0.96%	30
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 $1.81T 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

Ewing Morris & Co Investment Partners's SPY Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 50% in Q2 2026, selling an estimated $1.8M and leaving 2,470 shares worth $1.85M. The position accounts for 0.96% of the portfolio, ranked #30.

Ewing Morris & Co Investment Partners first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.23M in Q1 2026. 4,651 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Ewing Morris & Co Investment Partners held 2,470 shares of State Street SPDR S&P 500 ETF Trust worth $1.85M as of Q2 2026.
Ewing Morris & Co Investment Partners sold 2,482 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.8M.
State Street SPDR S&P 500 ETF Trust made up 0.96% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #30 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 7 quarters since.
Ewing Morris & Co Investment Partners's State Street SPDR S&P 500 ETF Trust position peaked at $3.23M in Q1 2026.
4,651 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.