Fogel Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Fogel Capital Management's SPY Position: Q1 2026 in Review
Fogel Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.48% in Q1 2026, buying an estimated $29.2K and bringing the position to 9,040 shares worth $5.88M. The position accounts for 2.69% of the portfolio, ranked #10.
Fogel Capital Management first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.14M in Q4 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Fogel Capital Management held 9,040 shares of State Street SPDR S&P 500 ETF Trust worth $5.88M as of Q1 2026.
- Fogel Capital Management bought 43 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $29.2K.
- State Street SPDR S&P 500 ETF Trust made up 2.69% of Fogel Capital Management's portfolio in Q1 2026, its #10 holding.
- Fogel Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
- Fogel Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $6.14M in Q4 2025.
- 4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Fogel Capital Management's 13F filing for Q1 2026, filed 13 May 2026.