Iron Gate Global Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Iron Gate Global Advisors’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
2025 Q4	–	Sell	-53,000	Closed	-$7.17M	–	118
2025 Q3	$7.17M	Buy	+53,000	New	+$34M	0.73%	21
2024 Q3	–	Sell	-50,500	Closed	-$6.93M	–	104
2024 Q2	$6.93M	Buy	50,500 +200	+0.4%	+$105K	1.14%	19
2024 Q1	$6.11M	Sell	50,300 -6,000	-11%	-$2.99M	1.09%	19
2023 Q4	$5M	Sell	56,300 -1,300	-2%	-$579K	0.99%	18
2023 Q3	$3.46M	Sell	57,600 -900	-2%	-$400K	0.78%	18
2023 Q2	$4.3M	Sell	58,500 -800	-1%	-$336K	0.93%	17
2023 Q1	$3.07M	Sell	59,300 -800	-1%	-$319K	0.76%	20
2022 Q4	$2.35M	Sell	60,100 -3,300	-5%	-$1.27M	0.64%	25
2022 Q3	$829K	Buy	+63,400	New	+$25.2M	0.23%	36
2021 Q2	–	Sell	-9,400	Closed	-$853K	–	113
2021 Q1	$853K	Buy	+9,400	New	+$3.63M	0.27%	39
2020 Q4	–	Sell	-9,613	Closed	-$993K	–	103
2020 Q3	$993K	Sell	9,613 -87	-0.9%	-$28.8K	0.42%	33
2020 Q2	$779K	Buy	+9,700	New	+$2.84M	0.38%	37
2019 Q1	–	Sell	-203	Closed	-$51K	–	84
2018 Q4	$51K	Buy	+203	New	+$54.7K	0.04%	65

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

Iron Gate Global Advisors's SPY Position: Q1 2026 in Review

Iron Gate Global Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.65% in Q1 2026, buying an estimated $34K and bringing the position to 7,718 shares worth $5.02M. The position accounts for 0.53% of the portfolio, ranked #21.

Iron Gate Global Advisors first reported a position in SPY in Q2 2017 and has held it in 36 quarters since. The position peaked at $14.2M in Q4 2022. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Iron Gate Global Advisors held 7,718 shares of State Street SPDR S&P 500 ETF Trust worth $5.02M as of Q1 2026.
Iron Gate Global Advisors bought 50 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $34K.
State Street SPDR S&P 500 ETF Trust made up 0.53% of Iron Gate Global Advisors's portfolio in Q1 2026, its #21 holding.
Iron Gate Global Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2017 and has held it in 36 quarters since.
Iron Gate Global Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $14.2M in Q4 2022.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.