Higo Bank, Ltd.’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Higo Bank, Ltd.’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 Q3	$12.4M	Hold	16,300	–	–	5.87%	4
2026 Q2	$12.2M	Hold	16,300	–	–	6.21%	5
2026 Q1	$10.6M	Hold	16,300	–	–	6.51%	4
2025 Q4	$11.1M	Hold	16,300	–	–	6.32%	4
2025 Q3	$10.9M	Hold	16,300	–	–	6.18%	4
2025 Q2	$10.1M	Hold	16,300	–	–	6.09%	4
2025 Q1	$9.12M	Buy	+16,300	New	+$9.6M	6.34%	5
2024 Q4	–	Sell	-6,050	Closed	-$3.47M	–	24
2024 Q3	$3.47M	Hold	6,050	–	–	2.48%	14
2024 Q2	$3.29M	Buy	+6,050	New	+$3.17M	2.35%	14
2023 Q4	–	Sell	-7,760	Closed	-$3.32M	–	21
2023 Q3	$3.32M	Buy	+7,760	New	+$3.45M	3.15%	13
2022 Q3	–	Sell	-18,000	Closed	-$6.79M	–	30
2022 Q2	$6.79M	Sell	18,000 -24,000	-57%	-$9.8M	4.59%	10
2022 Q1	$19M	Hold	42,000	–	–	8.16%	1
2021 Q4	$19.9M	Hold	42,000	–	–	6.31%	1
2021 Q3	$18M	Hold	42,000	–	–	6.38%	1
2021 Q2	$18M	Hold	42,000	–	–	6.68%	1
2021 Q1	$16.6M	Hold	42,000	–	–	8.07%	1
2020 Q4	$15.7M	Buy	+42,000	New	+$14.9M	8.9%	1

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Higo Bank, Ltd.'s SPY Position: Q3 2026 in Review

Higo Bank, Ltd. held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 16,300 shares worth $12.4M. The position accounts for 5.87% of the portfolio, ranked #4.

Higo Bank, Ltd. first reported a position in SPY in Q4 2020 and has held it in 17 quarters since. The position peaked at $19.9M in Q4 2021. 3,817 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Higo Bank, Ltd. held 16,300 shares of State Street SPDR S&P 500 ETF Trust worth $12.4M as of Q3 2026.
Higo Bank, Ltd. left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 5.87% of Higo Bank, Ltd.'s portfolio in Q3 2026, its #4 holding.
Higo Bank, Ltd. first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 17 quarters since.
Higo Bank, Ltd.'s State Street SPDR S&P 500 ETF Trust position peaked at $19.9M in Q4 2021.
3,817 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Higo Bank, Ltd.'s 13F filing for Q3 2026, filed 13 Nov 2026.