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 Q2	$22	Sell	708,400 -2,300	-0.3%	-$1.67M	﹤0.01%	63
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

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

Measured Risk Portfolios's SPY Position: Q2 2026 in Review

Measured Risk Portfolios reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.54% in Q2 2026, selling an estimated $6.53K and leaving 1,653 shares worth $1.23M. The position accounts for 1.1% of the portfolio, ranked #36.

Measured Risk Portfolios first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q3 2025. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Measured Risk Portfolios held 1,653 shares of State Street SPDR S&P 500 ETF Trust worth $1.23M as of Q2 2026.
Measured Risk Portfolios sold 9 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.53K.
State Street SPDR S&P 500 ETF Trust made up 1.1% of Measured Risk Portfolios's portfolio in Q2 2026, its #36 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 7 quarters since.
Measured Risk Portfolios's State Street SPDR S&P 500 ETF Trust position peaked at $1.34M in Q3 2025.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Measured Risk Portfolios's 13F filing for Q2 2026, filed 12 Aug 2026.