Laird Norton Wetherby Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Laird Norton Wetherby Wealth Management’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
2022 Q1	–	Sell	-5,400	Closed	-$2.56M	–	969
2021 Q4	$2.56M	Hold	5,400	–	–	0.14%	126
2021 Q3	$2.32M	Buy	+5,400	New	+$2.38M	0.14%	132
2019 Q2	–	Sell	-1,100	Closed	-$311K	–	697
2019 Q1	$311K	Buy	+1,100	New	+$299K	0.04%	502

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SPY Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.8% in Q3 2025, buying an estimated $1.87M and bringing the position to 63,926 shares worth $42.6M. The position accounts for 1.74% of the portfolio, ranked #9.

Laird Norton Wetherby Wealth Management first reported a position in SPY in Q2 2013 and has held it in 49 quarters since. 4,245 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Laird Norton Wetherby Wealth Management held 63,926 shares of State Street SPDR S&P 500 ETF Trust worth $42.6M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 2,924 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $1.87M.
State Street SPDR S&P 500 ETF Trust made up 1.74% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #9 holding.
Laird Norton Wetherby Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 49 quarters since.
4,245 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.