Greenberg Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Greenberg Financial Group’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
2025 Q4	$36.2M	Buy	+53,024	New	+$35.8M	14.89%	1
2025 Q2	$40.2M	Buy	53,837 +361	+0.7%	+$206K	14.88%	1
2025 Q1	$34.8M	Buy	+53,476	New	+$31.4M	14.35%	1

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Greenberg Financial Group's SPY Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2025: 53,024 shares worth $36.2M. The stake represents 14.89% of the portfolio and ranks #1 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in SPY as recently as Q2 2025.

Greenberg Financial Group first reported a position in SPY in Q1 2025 and has held it in 3 quarters since. The position peaked at $40.2M in Q2 2025. 4,619 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Greenberg Financial Group held 53,024 shares of State Street SPDR S&P 500 ETF Trust worth $36.2M as of Q4 2025.
State Street SPDR S&P 500 ETF Trust was a new Greenberg Financial Group position in Q4 2025.
State Street SPDR S&P 500 ETF Trust made up 14.89% of Greenberg Financial Group's portfolio in Q4 2025, its #1 holding.
Greenberg Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 3 quarters since.
Greenberg Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $40.2M in Q2 2025.
4,619 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.