Leeward Financial Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Leeward Financial 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 Q2	$3.82M	Buy	5,111 +12	+0.2%	+$8.7K	1%	36
2026 Q1	$3.32M	Buy	5,099 +6	+0.1%	+$4.08K	0.99%	36
2025 Q4	$3.47M	Sell	5,093 -71	-1%	-$48K	0.98%	35
2025 Q3	$3.44M	Hold	5,164	–	–	0.98%	33
2025 Q2	$3.19M	Sell	5,164 -50	-1%	-$28.6K	1.01%	32
2025 Q1	$2.92M	Sell	5,214 -190	-4%	-$112K	1.09%	32
2024 Q4	$3.17M	Buy	5,404 +190	+4%	+$112K	1.13%	31
2024 Q3	$2.99M	Hold	5,214	–	–	1.13%	30
2024 Q2	$2.84M	Hold	5,214	–	–	1.15%	30
2024 Q1	$2.73M	Hold	5,214	–	–	1.15%	32
2023 Q4	$2.48M	Buy	5,214 +115	+2%	+$51.2K	1.2%	30
2023 Q3	$2.18M	Hold	5,099	–	–	1.21%	31
2023 Q2	$2.26M	Hold	5,099	–	–	1.3%	32
2023 Q1	$2.09M	Hold	5,099	–	–	1.28%	32
2022 Q4	$1.95M	Hold	5,099	–	–	1.35%	32
2022 Q3	$1.82M	Hold	5,099	–	–	1.31%	32
2022 Q2	$1.92M	Sell	5,099 -10	-0.2%	-$4.1K	1.32%	32
2022 Q1	$2.31M	Buy	5,109 +10	+0.2%	+$4.45K	1.43%	30
2021 Q4	$2.42M	Buy	+5,099	New	+$2.34M	1.51%	27

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leeward Financial Partners's SPY Position: Q2 2026 in Review

Leeward Financial Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.24% in Q2 2026, buying an estimated $8.7K and bringing the position to 5,111 shares worth $3.82M. The position accounts for 1% of the portfolio, ranked #36.

Leeward Financial Partners first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Leeward Financial Partners held 5,111 shares of State Street SPDR S&P 500 ETF Trust worth $3.82M as of Q2 2026.
Leeward Financial Partners bought 12 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $8.7K.
State Street SPDR S&P 500 ETF Trust made up 1% of Leeward Financial Partners's portfolio in Q2 2026, its #36 holding.
Leeward Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.