Figure 8 Investment Strategies’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Figure 8 Investment Strategies’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	–	Sell	-1,325	Closed	-$904K	–	61
2025 Q4	$904K	Hold	1,325	–	–	0.8%	46
2025 Q3	$883K	Sell	1,325 -50	-4%	-$32.1K	0.79%	44
2025 Q2	$850K	Hold	1,375	–	–	0.83%	42
2025 Q1	$769K	Sell	1,375 -1,000	-42%	-$588K	0.81%	41
2024 Q4	$1.39M	Buy	+2,375	New	+$1.4M	1.37%	30

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

Figure 8 Investment Strategies's SPY Position: Q1 2026 in Review

Figure 8 Investment Strategies sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 1,325 shares — an estimated $904K sold.

Figure 8 Investment Strategies first reported a position in SPY in Q4 2024 and held it in 5 quarters. The position peaked at $1.39M in Q4 2024. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Figure 8 Investment Strategies reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Figure 8 Investment Strategies sold 1,325 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $904K.
Figure 8 Investment Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and held it in 5 quarters.
Figure 8 Investment Strategies's State Street SPDR S&P 500 ETF Trust position peaked at $1.39M in Q4 2024.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Figure 8 Investment Strategies's 13F filing for Q1 2026, filed 23 Apr 2026.