Gruss & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Gruss & Co’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 Q1	–	Sell	-3,000	Closed	-$1.76M	–	28
2024 Q4	$1.76M	Buy	+3,000	New	+$1.77M	7.51%	5
2022 Q1	–	Sell	-8,500	Closed	-$4.04M	–	36
2021 Q4	$4.04M	Buy	8,500 +3,500	+70%	+$1.61M	10.84%	2
2021 Q3	$2.15M	Buy	+5,000	New	+$2.21M	6%	5
2017 Q3	–	Sell	-35,000	Closed	-$8.46M	–	36
2017 Q2	$8.46M	Hold	35,000	–	–	9.56%	3
2017 Q1	$8.25M	Hold	35,000	–	–	8.34%	2
2016 Q4	$7.82M	Hold	35,000	–	–	8.54%	2
2016 Q3	$7.57M	Buy	35,000 +5,000	+17%	+$1.08M	9.46%	2
2016 Q2	$6.29M	Buy	+30,000	New	+$6.22M	7.59%	5
2015 Q3	–	Sell	-38,500	Closed	-$7.92M	–	40
2015 Q2	$7.92M	Hold	38,500	–	–	6.91%	2
2015 Q1	$7.95M	Buy	38,500 +36,000	+1,440%	+$7.43M	8.48%	1
2014 Q4	$514K	Buy	+2,500	New	+$503K	0.73%	30

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Gruss & Co's SPY Position: Q1 2025 in Review

Gruss & Co sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 3,000 shares — an estimated $1.76M sold.

Gruss & Co first reported a position in SPY in Q4 2014 and held it in 11 quarters. The position peaked at $8.46M in Q2 2017. 4,180 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

Gruss & Co reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
Gruss & Co sold 3,000 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $1.76M.
Gruss & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and held it in 11 quarters.
Gruss & Co's State Street SPDR S&P 500 ETF Trust position peaked at $8.46M in Q2 2017.
4,180 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Gruss & Co's 13F filing for Q1 2025, filed 8 May 2025.