FineMark National Bank & Trust’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

FineMark National Bank & Trust’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
2021 Q1	–	Sell	-5,600	Closed	-$2.09M	–	451
2020 Q4	$2.09M	Hold	5,600	–	–	0.09%	134
2020 Q3	$1.88M	Buy	+5,600	New	+$1.86M	0.09%	132

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FineMark National Bank & Trust's SPY Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.4% in Q4 2025, selling an estimated $735K and leaving 268,215 shares worth $183M. The position accounts for 5.71% of the portfolio, ranked #1.

FineMark National Bank & Trust first reported a position in SPY in Q2 2013 and has held it in 51 quarters since. 4,613 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

FineMark National Bank & Trust held 268,215 shares of State Street SPDR S&P 500 ETF Trust worth $183M as of Q4 2025.
FineMark National Bank & Trust sold 1,088 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $735K.
State Street SPDR S&P 500 ETF Trust made up 5.71% of FineMark National Bank & Trust's portfolio in Q4 2025, its #1 holding.
FineMark National Bank & Trust first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 51 quarters since.
4,613 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.