GLOBALT Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

GLOBALT Investments’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	$374K	Hold	575	–	–	0.01%	188
2025 Q4	$392K	Sell	575 -30	-5%	-$20.3K	0.01%	182
2025 Q3	$403K	Sell	605 -50	-8%	-$32.1K	0.01%	182
2025 Q2	$405K	Sell	655 -952	-59%	-$544K	0.02%	185
2025 Q1	$899K	Buy	1,607 +661	+70%	+$389K	0.04%	145
2024 Q4	$554K	Sell	946 -95	-9%	-$56K	0.02%	172
2024 Q3	$597K	Sell	1,041 -943	-48%	-$521K	0.02%	170
2024 Q2	$1.08M	Sell	1,984 -3,114	-61%	-$1.63M	0.04%	140
2024 Q1	$2.67M	Sell	5,098 -100	-2%	-$49.8K	0.11%	103
2023 Q4	$2.47M	Buy	+5,198	New	+$2.32M	0.1%	105

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

GLOBALT Investments's SPY Position: Q1 2026 in Review

GLOBALT Investments held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 575 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #188.

GLOBALT Investments first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.67M in Q1 2024. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

GLOBALT Investments held 575 shares of State Street SPDR S&P 500 ETF Trust worth $374K as of Q1 2026.
GLOBALT Investments 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 0.01% of GLOBALT Investments's portfolio in Q1 2026, its #188 holding.
GLOBALT Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's State Street SPDR S&P 500 ETF Trust position peaked at $2.67M in Q1 2024.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.