IEQ Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
IEQ Capital's SPY Position: Q1 2026 in Review
IEQ Capital reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 25% in Q1 2026, selling an estimated $193M and leaving 863,032 shares worth $561M. The position accounts for 2.61% of the portfolio, ranked #4.
IEQ Capital first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $782M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- IEQ Capital held 863,032 shares of State Street SPDR S&P 500 ETF Trust worth $561M as of Q1 2026.
- IEQ Capital sold 283,246 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $193M.
- State Street SPDR S&P 500 ETF Trust made up 2.61% of IEQ Capital's portfolio in Q1 2026, its #4 holding.
- IEQ Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
- IEQ Capital's State Street SPDR S&P 500 ETF Trust position peaked at $782M in Q4 2025.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.