Groesbeck Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Groesbeck Investment Management’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	–	Sell	-142	Closed	-$97K	–	96
2025 Q4	$97K	Buy	+142	New	+$96K	0.18%	71
2019 Q4	–	Sell	-1,000	Closed	-$297K	–	104
2019 Q3	$297K	Buy	+1,000	New	+$295K	0.22%	86
2019 Q1	–	Sell	-2,255	Closed	-$564K	–	100
2018 Q4	$564K	Buy	+2,255	New	+$608K	0.48%	52
2016 Q1	–	Sell	-3,747	Closed	-$764K	–	92
2015 Q4	$764K	Buy	+3,747	New	+$769K	0.49%	54
2015 Q2	–	Sell	-3,475	Closed	-$717K	–	94
2015 Q1	$717K	Sell	3,475 -2,314	-40%	-$478K	0.35%	62
2014 Q4	$1.19M	Buy	+5,789	New	+$1.16M	0.58%	55

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

Groesbeck Investment Management's SPY Position: Q1 2026 in Review

Groesbeck Investment Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 142 shares — an estimated $97K sold.

Groesbeck Investment Management first reported a position in SPY in Q4 2014 and held it in 6 quarters. The position peaked at $1.19M in Q4 2014. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Groesbeck Investment Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Groesbeck Investment Management sold 142 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $97K.
Groesbeck Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and held it in 6 quarters.
Groesbeck Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.19M in Q4 2014.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Groesbeck Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.