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

Gries Financial’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
Q3 		$16.3M Buy
24,457
+2,200
+10% +$1.41M 2.58% 6
2025
Q2 		$13.8M Sell
22,257
-164
-0.7% -$93.7K 2.5% 6
2025
Q1 		$12.5M Sell
22,421
-49
-0.2% -$28.8K 2.43% 8
2024
Q4 		$13.2M Sell
22,470
-108
-0.5% -$63.6K 2.34% 8
2024
Q3 		$13M Buy
22,578
+158
+0.7% +$87.4K 2.42% 7
2024
Q2 		$12.2M Sell
22,420
-1,757
-7% -$920K 2.51% 6
2024
Q1 		$12.6M Sell
24,177
-8
-0% -$3.98K 2.11% 7
2023
Q4 		$11.5M Sell
24,185
-158
-0.6% -$70.4K 2.53% 6
2023
Q3 		$10.4M Buy
24,343
+620
+3% +$276K 2.8% 6
2023
Q2 		$10.5M Sell
23,723
-16
-0.1% -$6.71K 2.9% 6
2023
Q1 		$9.72M Buy
23,739
+1,582
+7% +$631K 2.87% 6
2022
Q4 		$8.47M Buy
22,157
+237
+1% +$91.1K 2.81% 4
2022
Q3 		$7.83M Sell
21,920
-629
-3% -$250K 3.31% 3
2022
Q2 		$8.51M Buy
22,549
+806
+4% +$330K 4.05% 3
2022
Q1 		$9.82M Sell
21,743
-67
-0.3% -$29.8K 3.61% 4
2021
Q4 		$10.4M Buy
21,810
+475
+2% +$218K 4.23% 3
2021
Q3 		$9.16M Buy
21,335
+20,787
+3,793% +$9.17M 2.87% 6
2021
Q2 		$241K Sell
548
-650
-54% -$271K 0.08% 151
2021
Q1 		$491K Buy
+1,198
New +$462K 0.16% 108

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gries Financial's SPY Position: Q3 2025 in Review

Gries Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.9% in Q3 2025, buying an estimated $1.41M and bringing the position to 24,457 shares worth $16.3M. The position accounts for 2.58% of the portfolio, ranked #6.

Gries Financial first reported a position in SPY in Q1 2021 and has held it in 19 quarters since. 4,254 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

  • Gries Financial held 24,457 shares of State Street SPDR S&P 500 ETF Trust worth $16.3M as of Q3 2025.
  • Gries Financial bought 2,200 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $1.41M.
  • State Street SPDR S&P 500 ETF Trust made up 2.58% of Gries Financial's portfolio in Q3 2025, its #6 holding.
  • Gries Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 19 quarters since.
  • 4,254 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.