Measured Risk Portfolios’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Measured Risk Portfolios’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	$19	Buy	710,700 +44,300	+7%	+$30.1M	﹤0.01%	66
2025 Q4	$13.4M	Sell	666,400 -30,400	-4%	-$20.5M	13.31%	1
2025 Q3	$14.1M	Sell	696,800 -12,000	-2%	-$7.69M	13.18%	1
2025 Q2	$14.2M	Buy	708,800 +403,400	+132%	+$231M	13.66%	1
2025 Q1	$3.11M	Sell	305,400 -260,700	-46%	-$153M	3.34%	3
2024 Q4	$4.52M	Buy	+566,100	New	+$334M	4.72%	2

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

Measured Risk Portfolios's SPY Position: Q1 2026 in Review

Measured Risk Portfolios reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q1 2026, selling an estimated $150K and leaving 1,662 shares worth $1.08M. The position accounts for 1.18% of the portfolio, ranked #37.

Measured Risk Portfolios first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Measured Risk Portfolios held 1,662 shares of State Street SPDR S&P 500 ETF Trust worth $1.08M as of Q1 2026.
Measured Risk Portfolios sold 221 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $150K.
State Street SPDR S&P 500 ETF Trust made up 1.18% of Measured Risk Portfolios's portfolio in Q1 2026, its #37 holding.
Measured Risk Portfolios first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Measured Risk Portfolios's State Street SPDR S&P 500 ETF Trust position peaked at $1.34M in Q3 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Measured Risk Portfolios's 13F filing for Q1 2026, filed 15 May 2026.