Gilbert & Cook’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Gilbert & Cook’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
2019 Q3	–	Sell	-800	Closed	-$234K	–	128
2019 Q2	$234K	Buy	800 +400	+100%	+$115K	0.07%	97
2019 Q1	$102K	Buy	+400	New	+$109K	0.03%	107

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

Gilbert & Cook's SPY Position: Q2 2026 in Review

Gilbert & Cook reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q2 2026, selling an estimated $39.9K and leaving 5,252 shares worth $3.92M. The position accounts for 0.45% of the portfolio, ranked #19.

Gilbert & Cook first reported a position in SPY in Q4 2016 and has held it in 39 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Gilbert & Cook held 5,252 shares of State Street SPDR S&P 500 ETF Trust worth $3.92M as of Q2 2026.
Gilbert & Cook sold 55 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $39.9K.
State Street SPDR S&P 500 ETF Trust made up 0.45% of Gilbert & Cook's portfolio in Q2 2026, its #19 holding.
Gilbert & Cook first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 39 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.