F/M Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

F/M Investments’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	$9.39M	Buy	12,571 +592	+5%	+$429K	0.48%	46
2026 Q1	$7.79M	Sell	11,979 -3,025	-20%	-$2.06M	0.52%	49
2025 Q4	$10.2M	Buy	15,004 +141	+0.9%	+$95.3K	0.39%	55
2025 Q3	$9.9M	Sell	14,863 -1,698	-10%	-$1.09M	0.38%	61
2025 Q2	$10.2M	Buy	16,561 +1,504	+10%	+$860K	0.37%	53
2025 Q1	$8.42M	Buy	15,057 +227	+2%	+$133K	0.34%	67
2024 Q4	$8.69M	Buy	14,830 +5,920	+66%	+$3.49M	0.32%	69
2024 Q3	$5.11M	Sell	8,910 -14	-0.2%	-$7.74K	0.16%	165
2024 Q2	$4.86M	Buy	+8,924	New	+$4.67M	0.18%	160

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

F/M Investments's SPY Position: Q2 2026 in Review

F/M Investments increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.9% in Q2 2026, buying an estimated $429K and bringing the position to 12,571 shares worth $9.39M. The position accounts for 0.48% of the portfolio, ranked #46.

F/M Investments first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.2M in Q2 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

F/M Investments held 12,571 shares of State Street SPDR S&P 500 ETF Trust worth $9.39M as of Q2 2026.
F/M Investments bought 592 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $429K.
State Street SPDR S&P 500 ETF Trust made up 0.48% of F/M Investments's portfolio in Q2 2026, its #46 holding.
F/M Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
F/M Investments's State Street SPDR S&P 500 ETF Trust position peaked at $10.2M in Q2 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.