K.J. Harrison & Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

K.J. Harrison & 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	–	Sell	-5,959	Closed	-$4.06M	–	258
2025 Q4	$4.06M	Buy	5,959 +9	+0.2%	+$6.08K	0.54%	52
2025 Q3	$3.98M	Buy	5,950 +120	+2%	+$76.9K	0.57%	50
2025 Q2	$3.6M	Sell	5,830 -313	-5%	-$179K	0.6%	54
2025 Q1	$3.44M	Sell	6,143 -17,351	-74%	-$10.2M	0.67%	46
2024 Q4	$13.7M	Sell	23,494 -194	-0.8%	-$114K	2.15%	7
2024 Q3	$13.8M	Buy	23,688 +677	+3%	+$374K	2.09%	9
2024 Q2	$12.5M	Buy	23,011 +515	+2%	+$270K	2.06%	7
2024 Q1	$11.8M	Buy	22,496 +52	+0.2%	+$25.9K	1.82%	10
2023 Q4	$10.7M	Buy	22,444 +1,009	+5%	+$449K	1.81%	8
2023 Q3	$9.16M	Buy	21,435 +160	+0.8%	+$71.2K	2.07%	8
2023 Q2	$9.4M	Hold	21,275	–	–	1.7%	8
2023 Q1	$8.71M	Buy	21,275 +8,987	+73%	+$3.59M	1.76%	8
2022 Q4	$6.36M	Buy	12,288 +634	+5%	+$244K	1.24%	17
2022 Q3	$4.16M	Sell	11,654 -19,972	-63%	-$7.93M	1.47%	12
2022 Q2	$11.9M	Buy	31,626 +8,991	+40%	+$3.68M	3.22%	4
2022 Q1	$10.2M	Sell	22,635 -6,850	-23%	-$3.05M	1.64%	13
2021 Q4	$14M	Sell	29,485 -1,280	-4%	-$588K	1.98%	7
2021 Q3	$13.3M	Buy	30,765 +19,763	+180%	+$8.72M	1.93%	8
2021 Q2	$4.71K	Buy	11,002 +130	+1%	+$54.3K	0.49%	39
2021 Q1	$4.31M	Sell	10,872 -70	-0.6%	-$27K	0.67%	37
2020 Q4	$4.09M	Sell	10,942 -456	-4%	-$162K	0.67%	40
2020 Q3	$3.82M	Buy	11,398 +1,824	+19%	+$604K	0.79%	37
2020 Q2	$2.95M	Sell	9,574 -5	-0.1%	-$1.46K	0.81%	41
2020 Q1	$2.47M	Sell	9,579 -801	-8%	-$244K	1.38%	24
2019 Q4	$3.34M	Hold	10,380	–	–	0.84%	47
2019 Q3	$3.08M	Sell	10,380 -284	-3%	-$83.9K	0.86%	39
2019 Q2	$3.13M	Sell	10,664 -1,800	-14%	-$518K	1%	33
2019 Q1	$3.52M	Sell	12,464 -3,000	-19%	-$815K	1.23%	24
2018 Q4	$3.87M	Buy	15,464 +700	+5%	+$189K	2.36%	13
2018 Q3	$4.29M	Buy	14,764 +373	+3%	+$106K	1.1%	23
2018 Q2	$3.9M	Buy	14,391 +2,121	+17%	+$573K	1.13%	23
2018 Q1	$3.23M	Sell	12,270 -135	-1%	-$36.8K	1.05%	29
2017 Q4	$3.31M	Buy	12,405 +135	+1%	+$35.1K	1.12%	28
2017 Q3	$3.08M	Hold	12,270	–	–	1.06%	33
2017 Q2	$2.97M	Hold	12,270	–	–	1.16%	25
2017 Q1	$2.89M	Buy	+12,270	New	+$2.85M	1.18%	28
2016 Q4	–	Sell	-8,970	Closed	-$1.94M	–	230
2016 Q3	$1.94M	Sell	8,970 -3,300	-27%	-$713K	0.92%	28
2016 Q2	$2.57M	Hold	12,270	–	–	1.38%	17
2016 Q1	$2.52M	Sell	12,270 -120	-1%	-$23.4K	1.35%	22
2015 Q4	$2.53M	Sell	12,390 -3,880	-24%	-$797K	1.11%	26
2015 Q3	$3.12M	Buy	16,270 +2,000	+14%	+$406K	1.53%	14
2015 Q2	$2.94M	Hold	14,270	–	–	0.87%	40
2015 Q1	$2.95M	Hold	14,270	–	–	0.86%	38
2014 Q4	$2.93M	Hold	14,270	–	–	0.85%	39
2014 Q3	$2.81M	Sell	14,270 -34	-0.2%	-$6.72K	0.79%	42
2014 Q2	$2.8M	Hold	14,304	–	–	0.8%	45
2014 Q1	$2.66M	Buy	14,304 +7,000	+96%	+$1.28M	0.79%	44
2013 Q4	$1.44M	Hold	7,304	–	–	0.42%	73
2013 Q3	$1.23M	Hold	7,304	–	–	0.45%	69
2013 Q2	$1.17M	Buy	+7,304	New	+$1.18M	0.47%	60

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

K.J. Harrison & Partners's SPY Position: Q1 2026 in Review

K.J. Harrison & Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 5,959 shares — an estimated $4.06M sold.

K.J. Harrison & Partners first reported a position in SPY in Q2 2013 and held it in 50 quarters. The position peaked at $14M in Q4 2021. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

K.J. Harrison & Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
K.J. Harrison & Partners sold 5,959 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.06M.
K.J. Harrison & Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and held it in 50 quarters.
K.J. Harrison & Partners's State Street SPDR S&P 500 ETF Trust position peaked at $14M in Q4 2021.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.