Loomis, Sayles & Company
SPY icon

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
2013
Q4 		– Sell
-954,300
Closed -$160M – 787
2013
Q3 		$160M Sell
954,300
-373,700
-28% -$62.6M 0.52% 38
2013
Q2 		$213K Buy
+1,328,000
New +$214M 0.76% 18

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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.