Fort Sheridan Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Fort Sheridan Advisors’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	$1.59M	Hold	2,439	–	–	0.19%	89
2025 Q4	$1.66M	Hold	2,439	–	–	0.21%	82
2025 Q3	$1.62M	Buy	2,439 +629	+35%	+$403K	0.21%	81
2025 Q2	$1.12M	Buy	1,810 +4	+0.2%	+$2.29K	0.16%	97
2025 Q1	$1.01M	Sell	1,806 -412	-19%	-$242K	0.15%	99
2024 Q4	$1.3M	Buy	2,218 +529	+31%	+$312K	0.19%	85
2024 Q3	$969K	Buy	1,689 +11	+0.7%	+$6.08K	0.15%	99
2024 Q2	$913K	Buy	1,678 +330	+24%	+$173K	0.15%	96
2024 Q1	$705K	Buy	+1,348	New	+$671K	0.13%	104

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

Fort Sheridan Advisors's SPY Position: Q1 2026 in Review

Fort Sheridan Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 2,439 shares worth $1.59M. The position accounts for 0.19% of the portfolio, ranked #89.

Fort Sheridan Advisors first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.66M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Fort Sheridan Advisors held 2,439 shares of State Street SPDR S&P 500 ETF Trust worth $1.59M as of Q1 2026.
Fort Sheridan Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.19% of Fort Sheridan Advisors's portfolio in Q1 2026, its #89 holding.
Fort Sheridan Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
Fort Sheridan Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.66M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.