Hackensack Meridian Health’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hackensack Meridian Health’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 Q2	$528M	Buy	707,500 +176,000	+33%	+$128M	35.67%	1
2026 Q1	$346M	Sell	531,500 -26,500	-5%	-$18M	32.62%	1
2025 Q4	$381M	Buy	558,000 +52,500	+10%	+$35.5M	34.69%	1
2025 Q3	$337M	Hold	505,500	–	–	34.6%	1
2025 Q2	$312M	Hold	505,500	–	–	34.59%	1
2025 Q1	$283M	Sell	505,500 -18,500	-4%	-$10.9M	32.17%	1
2024 Q4	$307M	Hold	524,000	–	–	36.48%	1
2024 Q3	$301M	Buy	524,000 +18,000	+4%	+$9.95M	30.87%	1
2024 Q2	$275M	Hold	506,000	–	–	36.71%	1
2024 Q1	$265M	Hold	506,000	–	–	35.58%	1
2023 Q4	$241M	Hold	506,000	–	–	48.3%	1
2023 Q3	$216M	Hold	506,000	–	–	32.11%	1
2023 Q2	$224M	Sell	506,000 -146,000	-22%	-$61.3M	30.79%	1
2023 Q1	$267M	Hold	652,000	–	–	38.6%	1
2022 Q4	$249M	Sell	652,000 -63,936	-9%	-$24.6M	35.06%	1
2022 Q3	$256M	Hold	715,936	–	–	34.94%	1
2022 Q2	$270M	Buy	715,936 +205,000	+40%	+$84M	30.04%	1
2022 Q1	$231M	Hold	510,936	–	–	24.08%	2
2021 Q4	$243M	Buy	+510,936	New	+$235M	23.54%	2

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

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

Hackensack Meridian Health's SPY Position: Q2 2026 in Review

Hackensack Meridian Health increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 33% in Q2 2026, buying an estimated $128M and bringing the position to 707,500 shares worth $528M. The position accounts for 35.67% of the portfolio, ranked #1.

Hackensack Meridian Health first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Hackensack Meridian Health held 707,500 shares of State Street SPDR S&P 500 ETF Trust worth $528M as of Q2 2026.
Hackensack Meridian Health bought 176,000 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $128M.
State Street SPDR S&P 500 ETF Trust made up 35.67% of Hackensack Meridian Health's portfolio in Q2 2026, its #1 holding.
Hackensack Meridian Health first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Hackensack Meridian Health's 13F filing for Q2 2026, filed 5 Aug 2026.