Mariner’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mariner’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
2019 Q2	–	Sell	-13,000	Closed	-$22K	–	1146
2019 Q1	$22K	Buy	13,000 +1,600	+14%	+$435K	﹤0.01%	1021
2018 Q4	$79K	Buy	+11,400	New	+$3.07M	﹤0.01%	812
2018 Q2	–	Sell	-10,800	Closed	-$32K	–	820
2018 Q1	$32K	Buy	+10,800	New	+$2.95M	﹤0.01%	628
2014 Q3	–	Sell	-14,000	Closed	-$10K	–	367
2014 Q2	$10K	Buy	+14,000	New	+$2.66M	﹤0.01%	352

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

Mariner's SPY Position: Q1 2026 in Review

Mariner reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.08% in Q1 2026, selling an estimated $843K and leaving 1,507,932 shares worth $979M. The position accounts for 1.14% of the portfolio, ranked #12.

Mariner first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.03B in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Mariner held 1,507,932 shares of State Street SPDR S&P 500 ETF Trust worth $979M as of Q1 2026.
Mariner sold 1,240 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $843K.
State Street SPDR S&P 500 ETF Trust made up 1.14% of Mariner's portfolio in Q1 2026, its #12 holding.
Mariner first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Mariner's State Street SPDR S&P 500 ETF Trust position peaked at $1.03B in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.