Foster Dykema Cabot & Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Foster Dykema Cabot & Partners’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	$272M	Sell	417,001 -813	-0.2%	-$553K	17.3%	1
2025 Q4	$286M	Sell	417,814 -1,168	-0.3%	-$789K	17.56%	1
2025 Q3	$280M	Buy	418,982 +854	+0.2%	+$547K	18.36%	1
2025 Q2	$259M	Sell	418,128 -1,702	-0.4%	-$973K	18.22%	1
2025 Q1	$236M	Sell	419,830 -394	-0.1%	-$232K	18.9%	1
2024 Q4	$247M	Buy	420,224 +2,142	+0.5%	+$1.26M	19.26%	1
2024 Q3	$241M	Buy	418,082 +2,123	+0.5%	+$1.17M	20.19%	1
2024 Q2	$227M	Buy	415,959 +3,694	+0.9%	+$1.93M	20.31%	1
2024 Q1	$216M	Sell	412,265 -9,988	-2%	-$4.97M	20.14%	1
2023 Q4	$202M	Buy	+422,253	New	+$188M	21.35%	1

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

Foster Dykema Cabot & Partners's SPY Position: Q1 2026 in Review

Foster Dykema Cabot & Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.19% in Q1 2026, selling an estimated $553K and leaving 417,001 shares worth $272M. The position accounts for 17.3% of the portfolio, ranked #1.

Foster Dykema Cabot & Partners first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $286M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Foster Dykema Cabot & Partners held 417,001 shares of State Street SPDR S&P 500 ETF Trust worth $272M as of Q1 2026.
Foster Dykema Cabot & Partners sold 813 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $553K.
State Street SPDR S&P 500 ETF Trust made up 17.3% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #1 holding.
Foster Dykema Cabot & Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's State Street SPDR S&P 500 ETF Trust position peaked at $286M 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 Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.