Jim Simons’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Jim Simons’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	-144,480	Closed	-$98.5M	–	3660
2025 Q4	$98.5M	Buy	+144,480	New	+$97.7M	0.15%	151
2025 Q3	–	Sell	-7,800	Closed	-$4.82M	–	3889
2025 Q2	$4.82M	Buy	+7,800	New	+$4.46M	0.01%	1548
2024 Q4	–	Sell	-59,900	Closed	-$34.4M	–	3897
2024 Q3	$34.4M	Buy	59,900 +10,900	+22%	+$6.03M	0.05%	451
2024 Q2	$26.7M	Buy	+49,000	New	+$25.6M	0.05%	486
2021 Q4	–	Sell	-3,525	Closed	-$1.51M	–	4208
2021 Q3	$1.51M	Sell	3,525 -52,475	-94%	-$23.1M	﹤0.01%	2304
2021 Q2	$24M	Buy	+56,000	New	+$23.4M	0.03%	652
2020 Q2	–	Sell	-2,503	Closed	-$645K	–	3754
2020 Q1	$645K	Buy	+2,503	New	+$763K	﹤0.01%	2639
2019 Q1	–	Sell	-8,900	Closed	-$2.22M	–	3687
2018 Q4	$2.22M	Buy	+8,900	New	+$2.4M	﹤0.01%	2177
2018 Q3	–	Sell	-31,800	Closed	-$8.63M	–	3550
2018 Q2	$8.63M	Buy	31,800 +4,200	+15%	+$1.13M	0.01%	1453
2018 Q1	$7.26M	Buy	+27,600	New	+$7.53M	0.01%	1574

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 $445B AUM 25.58% 1-Year Est. Return

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

Jim Simons's SPY Position: Q1 2026 in Review

Jim Simons sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 144,480 shares — an estimated $98.5M sold.

Jim Simons first reported a position in SPY in Q1 2018 and held it in 10 quarters. The position peaked at $98.5M in Q4 2025. 4,572 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Jim Simons reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 144,480 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $98.5M.
Jim Simons first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and held it in 10 quarters.
Jim Simons's State Street SPDR S&P 500 ETF Trust position peaked at $98.5M in Q4 2025.
4,572 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.