J. Safra Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
J. Safra Asset Management's SPY Position: Q1 2026 in Review
J. Safra Asset Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 73% in Q1 2026, selling an estimated $36M and leaving 19,619 shares worth $12.8M. The position accounts for 0.69% of the portfolio, ranked #21.
J. Safra Asset Management first reported a position in SPY in Q2 2016 and has held it in 29 quarters since. The position peaked at $257M in Q1 2020. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- J. Safra Asset Management held 19,619 shares of State Street SPDR S&P 500 ETF Trust worth $12.8M as of Q1 2026.
- J. Safra Asset Management sold 52,907 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $36M.
- State Street SPDR S&P 500 ETF Trust made up 0.69% of J. Safra Asset Management's portfolio in Q1 2026, its #21 holding.
- J. Safra Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2016 and has held it in 29 quarters since.
- J. Safra Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $257M in Q1 2020.
- 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.