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

Gallagher Fiduciary 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 Q2	$20.7M	Buy	27,774 +27,220	+4,913%	+$19.7M	0.68%	18
2026 Q1	$360K	Sell	554 -20,795	-97%	-$14.1M	0.01%	236
2025 Q4	$14.6M	Buy	21,349 +20,285	+1,906%	+$13.7M	0.47%	19
2025 Q3	$709K	Sell	1,064 -1,242	-54%	-$796K	0.03%	108
2025 Q2	$1.42M	Sell	2,306 -17	-0.7%	-$9.72K	0.06%	58
2025 Q1	$1.3M	Sell	2,323 -72	-3%	-$42.3K	0.04%	74
2024 Q4	$1.4M	Buy	2,395 +174	+8%	+$103K	0.27%	46
2024 Q3	$1.27M	Sell	2,221 -199	-8%	-$110K	0.26%	45
2024 Q2	$1.32M	Sell	2,420 -57	-2%	-$29.8K	0.3%	40
2024 Q1	$1.3M	Sell	2,477 -789	-24%	-$393K	0.05%	47
2023 Q4	$1.55M	Buy	3,266 +629	+24%	+$280K	0.05%	40
2023 Q3	$1.13M	Buy	2,637 +338	+15%	+$150K	0.1%	43
2023 Q2	$1.02M	Sell	2,299 -40	-2%	-$16.8K	0.08%	61
2023 Q1	$958K	Buy	+2,339	New	+$933K	0.08%	67

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gallagher Fiduciary Advisors's SPY Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4,913% in Q2 2026, buying an estimated $19.7M and bringing the position to 27,774 shares worth $20.7M. The position accounts for 0.68% of the portfolio, ranked #18.

Gallagher Fiduciary Advisors first reported a position in SPY in Q1 2023 and has held it in 14 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Gallagher Fiduciary Advisors held 27,774 shares of State Street SPDR S&P 500 ETF Trust worth $20.7M as of Q2 2026.
Gallagher Fiduciary Advisors bought 27,220 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $19.7M.
State Street SPDR S&P 500 ETF Trust made up 0.68% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #18 holding.
Gallagher Fiduciary Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 14 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.