KAH
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Kathryn A. Hall’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kathryn A. Hall’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
2024
Q4 		– Sell
-69,051
Closed -$39.6M – 41
2024
Q3 		$39.6M Sell
69,051
-526
-0.8% -$291K 8.31% 4
2024
Q2 		$37.9M Sell
69,577
-920
-1% -$482K 8.75% 4
2024
Q1 		$36.9M Hold
70,497
– – 8.5% 4
2023
Q4 		$33.5M Buy
70,497
+9,137
+15% +$4.07M 9.46% 4
2023
Q3 		$26.2M Hold
61,360
– – 8.9% 4
2023
Q2 		$27.2M Sell
61,360
-4,220
-6% -$1.77M 8.87% 4
2023
Q1 		$26.8M Hold
65,580
– – 7.86% 4
2022
Q4 		$25.1M Hold
65,580
– – 10.3% 3
2022
Q3 		$23.4M Hold
65,580
– – 9.71% 4
2022
Q2 		$24.7M Hold
65,580
– – 9.03% 4
2022
Q1 		$29.6M Hold
65,580
– – 8.93% 4
2021
Q4 		$31.1M Hold
65,580
– – 7.19% 4
2021
Q3 		$28.1M Hold
65,580
– – 8.49% 3
2021
Q2 		$28.1M Hold
65,580
– – 8.92% 2
2021
Q1 		$26M Buy
65,580
+19,805
+43% +$7.64M 8.53% 2
2020
Q4 		$17.1M Hold
45,775
– – 5.97% 3
2020
Q3 		$15.3M Buy
45,775
+20,678
+82% +$6.85M 7.28% 3
2020
Q2 		$7.74M Sell
25,097
-3,210
-11% -$940K 4.45% 7
2020
Q1 		$7.3M Hold
28,307
– – 6.07% 6
2019
Q4 		$9.11M Hold
28,307
– – 5.64% 3
2019
Q3 		$8.4M Hold
28,307
– – 6.83% 2
2019
Q2 		$8.29M Buy
28,307
+272
+1% +$78.3K 6.62% 3
2019
Q1 		$7.92M Buy
+28,035
New +$7.62M 5.34% 3
2014
Q4 		– Sell
-109,931
Closed -$21.7M – 70
2014
Q3 		$21.7M Sell
109,931
-91,369
-45% -$18.1M 5.63% 6
2014
Q2 		$39.4M Buy
+201,300
New +$38.3M 6.84% 6

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kathryn A. Hall's SPY Position: Q4 2024 in Review

Kathryn A. Hall sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2024, closing a stake of 69,051 shares — an estimated $39.6M sold.

Kathryn A. Hall first reported a position in SPY in Q2 2014 and held it in 25 quarters. The position peaked at $39.6M in Q3 2024. 4,229 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

  • Kathryn A. Hall reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2024 after selling out during the quarter.
  • Kathryn A. Hall sold 69,051 State Street SPDR S&P 500 ETF Trust shares in Q4 2024, an estimated $39.6M.
  • Kathryn A. Hall first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2014 and held it in 25 quarters.
  • Kathryn A. Hall's State Street SPDR S&P 500 ETF Trust position peaked at $39.6M in Q3 2024.
  • 4,229 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on Kathryn A. Hall's 13F filing for Q4 2024, filed 12 Feb 2025.