Madison Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Madison Investment Advisors’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
2024 Q4	$32.8M	Buy	+55,969	New	+$33M	0.37%	75

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 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

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Madison Investment Advisors's SPY Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2024: 55,969 shares worth $32.8M. The stake represents 0.37% of the portfolio and ranks #75 among its holdings.

4,237 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

Madison Investment Advisors held 55,969 shares of State Street SPDR S&P 500 ETF Trust worth $32.8M as of Q4 2024.
State Street SPDR S&P 500 ETF Trust was a new Madison Investment Advisors position in Q4 2024.
State Street SPDR S&P 500 ETF Trust made up 0.37% of Madison Investment Advisors's portfolio in Q4 2024, its #75 holding.
4,237 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.