Leigh Baldwin & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Leigh Baldwin & Co’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	$2.51M	Sell	3,856 -882	-19%	-$600K	1.62%	17
2025 Q4	$3.23M	Buy	4,738 +86	+2%	+$58.1K	2.12%	12
2025 Q3	$3.1M	Buy	4,652 +93	+2%	+$59.6K	1.74%	14
2025 Q2	$2.82M	Sell	4,559 -339	-7%	-$194K	1.85%	13
2025 Q1	$2.74M	Buy	4,898 +2,032	+71%	+$1.19M	2.21%	8
2024 Q4	$1.68M	Buy	+2,866	New	+$1.69M	1.42%	14

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

Leigh Baldwin & Co's SPY Position: Q1 2026 in Review

Leigh Baldwin & Co reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q1 2026, selling an estimated $600K and leaving 3,856 shares worth $2.51M. The position accounts for 1.62% of the portfolio, ranked #17.

Leigh Baldwin & Co first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.23M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Leigh Baldwin & Co held 3,856 shares of State Street SPDR S&P 500 ETF Trust worth $2.51M as of Q1 2026.
Leigh Baldwin & Co sold 882 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $600K.
State Street SPDR S&P 500 ETF Trust made up 1.62% of Leigh Baldwin & Co's portfolio in Q1 2026, its #17 holding.
Leigh Baldwin & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Leigh Baldwin & Co's State Street SPDR S&P 500 ETF Trust position peaked at $3.23M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.