Loomis, Sayles & Company’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Loomis, Sayles & Company’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
2025 Q2	–	Sell	-85	Closed	-$48K	–	794
2025 Q1	$48K	Sell	85 -154	-64%	-$90.5K	﹤0.01%	626
2024 Q4	$140K	Hold	239	–	–	﹤0.01%	544
2024 Q3	$137K	Buy	239 +85	+55%	+$47K	﹤0.01%	528
2024 Q2	$84K	Buy	+154	New	+$80.6K	﹤0.01%	565
2020 Q2	–	Sell	-4	Closed	-$1K	–	741
2020 Q1	$1K	Buy	+4	New	+$1.22K	﹤0.01%	717
2019 Q3	–	Sell	-1,757	Closed	-$515K	–	731
2019 Q2	$515K	Buy	1,757 +1,482	+539%	+$427K	﹤0.01%	500
2019 Q1	$78K	Buy	+275	New	+$74.7K	﹤0.01%	554
2018 Q1	–	Sell	-2,719	Closed	-$726K	–	918
2017 Q4	$726K	Hold	2,719	–	–	﹤0.01%	572
2017 Q3	$683K	Hold	2,719	–	–	﹤0.01%	578
2017 Q2	$657K	Buy	2,719 +12	+0.4%	+$2.88K	﹤0.01%	567
2017 Q1	$638K	Sell	2,707 -157	-5%	-$36.5K	﹤0.01%	598
2016 Q4	$640K	Sell	2,864 -164	-5%	-$35.8K	﹤0.01%	623
2016 Q3	$655K	Sell	3,028 -230	-7%	-$49.7K	﹤0.01%	605
2016 Q2	$683K	Sell	3,258 -107	-3%	-$22.2K	﹤0.01%	592
2016 Q1	$692K	Sell	3,365 -585	-15%	-$114K	﹤0.01%	600
2015 Q4	$805K	Buy	3,950 +313	+9%	+$64.3K	﹤0.01%	598
2015 Q3	$697K	Sell	3,637 -228	-6%	-$46.2K	﹤0.01%	591
2015 Q2	$796K	Sell	3,865 -19	-0.5%	-$4K	﹤0.01%	587
2015 Q1	$802K	Sell	3,884 -987	-20%	-$204K	﹤0.01%	613
2014 Q4	$1M	Buy	4,871 +55	+1%	+$11.1K	﹤0.01%	576
2014 Q3	$949K	Buy	4,816 +205	+4%	+$40.5K	﹤0.01%	583
2014 Q2	$902K	Sell	4,611 -1,103	-19%	-$210K	﹤0.01%	599
2014 Q1	$1.07M	Sell	5,714 -633	-10%	-$116K	﹤0.01%	582
2013 Q4	$1.17M	Buy	6,347 +1,014	+19%	+$179K	﹤0.01%	618
2013 Q3	$896K	Sell	5,333 -312	-6%	-$52.3K	﹤0.01%	615
2013 Q2	$906	Buy	+5,645	New	+$909K	﹤0.01%	599

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

Loomis, Sayles & Company's SPY Position: Q2 2025 in Review

Loomis, Sayles & Company sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025, closing a stake of 85 shares — an estimated $48K sold.

Loomis, Sayles & Company first reported a position in SPY in Q2 2013 and held it in 26 quarters. The position peaked at $1.17M in Q4 2013. 4,227 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Loomis, Sayles & Company reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2025 after selling out during the quarter.
Loomis, Sayles & Company sold 85 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $48K.
Loomis, Sayles & Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and held it in 26 quarters.
Loomis, Sayles & Company's State Street SPDR S&P 500 ETF Trust position peaked at $1.17M in Q4 2013.
4,227 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Loomis, Sayles & Company's 13F filing for Q2 2025, filed 13 Aug 2025.