Intellectus Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Intellectus Partners’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
2018 Q1	–	Sell	-2,000	Closed	-$72K	–	630
2017 Q4	$72K	Sell	2,000 -2,000	-50%	-$520K	0.03%	305
2017 Q3	$91K	Hold	4,000	–	–	0.04%	312
2017 Q2	$75K	Buy	+4,000	New	+$959K	0.03%	318

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

Intellectus Partners's SPY Position: Q2 2026 in Review

Intellectus Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.29% in Q2 2026, buying an estimated $5.08K and bringing the position to 2,392 shares worth $1.79M. The position accounts for 0.31% of the portfolio, ranked #83.

Intellectus Partners first reported a position in SPY in Q4 2016 and has held it in 35 quarters since. The position peaked at $3.91M in Q4 2019. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Intellectus Partners held 2,392 shares of State Street SPDR S&P 500 ETF Trust worth $1.79M as of Q2 2026.
Intellectus Partners bought 7 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.08K.
State Street SPDR S&P 500 ETF Trust made up 0.31% of Intellectus Partners's portfolio in Q2 2026, its #83 holding.
Intellectus Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 35 quarters since.
Intellectus Partners's State Street SPDR S&P 500 ETF Trust position peaked at $3.91M in Q4 2019.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.