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

Interchange Capital 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
2026 Q1	–	Hold	0	–	–	–	298
2025 Q2	–	Hold	0	–	-$975	–	316
2025 Q1	–	Hold	0	–	–	–	289
2024 Q4	–	Sell	-1,000	Closed	-$574K	–	297
2024 Q3	$574K	Buy	1,000 +400	+67%	+$221K	0.2%	119
2024 Q2	$327K	Buy	+600	New	+$314K	0.12%	181
2023 Q2	–	Sell	-300	Closed	-$123K	–	216
2023 Q1	$123K	Buy	+300	New	+$120K	0.07%	209

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Interchange Capital Partners's SPY Position: Q1 2026 in Review

Interchange Capital Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.3% in Q1 2026, selling an estimated $227K and leaving 6,010 shares worth $3.62M. The position accounts for 1.14% of the portfolio, ranked #19.

Interchange Capital Partners first reported a position in SPY in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.33M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Interchange Capital Partners held 6,010 shares of State Street SPDR S&P 500 ETF Trust worth $3.62M as of Q1 2026.
Interchange Capital Partners sold 334 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $227K.
State Street SPDR S&P 500 ETF Trust made up 1.14% of Interchange Capital Partners's portfolio in Q1 2026, its #19 holding.
Interchange Capital Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 21 quarters since.
Interchange Capital Partners's State Street SPDR S&P 500 ETF Trust position peaked at $4.33M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.