Israel Discount Bank of New York’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Israel Discount Bank of New York’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	–	Sell	-4,567	Closed	-$3.11M	–	41
2025 Q4	$3.11M	Buy	4,567 +4,145	+982%	+$2.8M	8.47%	2
2025 Q3	$281K	Buy	422 +19	+5%	+$12.2K	0.83%	35
2025 Q2	$249K	Sell	403 -78,560	-99%	-$44.9M	0.95%	28
2025 Q1	$44.2M	Buy	78,963 +2,518	+3%	+$1.48M	33.95%	1
2024 Q4	$44.8M	Buy	+76,445	New	+$45M	32.6%	1
2019 Q2	–	Sell	-1,100	Closed	-$311K	–	321
2019 Q1	$311K	Sell	1,100 -932	-46%	-$253K	0.21%	75
2018 Q4	$508K	Hold	2,032	–	–	0.39%	53
2018 Q3	$591K	Buy	2,032 +1,532	+306%	+$436K	0.39%	58
2018 Q2	$136K	Hold	500	–	–	0.09%	102
2018 Q1	$132K	Hold	500	–	–	0.09%	104
2017 Q4	$133K	Sell	500 -100	-17%	-$26K	0.09%	101
2017 Q3	$151K	Buy	600 +395	+193%	+$97.4K	0.11%	90
2017 Q2	$50K	Sell	205 -500	-71%	-$120K	0.04%	253
2017 Q1	$166K	Sell	705 -577	-45%	-$134K	0.14%	87
2016 Q4	$287K	Buy	+1,282	New	+$280K	0.26%	74

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jane Street New York $1.21T AUM 78.12% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Israel Discount Bank of New York's SPY Position: Q1 2026 in Review

Israel Discount Bank of New York sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 4,567 shares — an estimated $3.11M sold.

Israel Discount Bank of New York first reported a position in SPY in Q4 2016 and held it in 15 quarters. The position peaked at $44.8M in Q4 2024. 4,595 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Israel Discount Bank of New York reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Israel Discount Bank of New York sold 4,567 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.11M.
Israel Discount Bank of New York first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and held it in 15 quarters.
Israel Discount Bank of New York's State Street SPDR S&P 500 ETF Trust position peaked at $44.8M in Q4 2024.
4,595 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Israel Discount Bank of New York's 13F filing for Q1 2026, filed 6 Apr 2026.