Nalls Sherbakoff Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$71.6K	Hold	105	–	–	0.05%	172
2025 Q3	$69.9K	Hold	105	–	–	0.05%	177
2025 Q2	$64.9K	Sell	105 -46	-30%	-$26.3K	0.05%	175
2025 Q1	$84.6K	Buy	+151	New	+$88.8K	0.07%	140
2023 Q4	$19K	Hold	40	–	–	0.02%	234
2023 Q3	$17.1K	Sell	40 -4	-9%	-$1.78K	0.02%	234
2023 Q2	$18.4K	Hold	44	–	–	0.02%	232
2023 Q1	$17.8K	Buy	+44	New	+$17.6K	0.02%	241
2018 Q4	$55K	Buy	+219	New	+$59.1K	0.09%	134

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Nalls Sherbakoff Group's SPY Position: Q4 2025 in Review

Nalls Sherbakoff Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2025 at 105 shares worth $71.6K. The position accounts for 0.05% of the portfolio, ranked #172.

Nalls Sherbakoff Group first reported a position in SPY in Q4 2018 and has held it in 9 quarters since. The position peaked at $84.6K in Q1 2025. 4,613 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Nalls Sherbakoff Group held 105 shares of State Street SPDR S&P 500 ETF Trust worth $71.6K as of Q4 2025.
Nalls Sherbakoff Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2025.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #172 holding.
Nalls Sherbakoff Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's State Street SPDR S&P 500 ETF Trust position peaked at $84.6K in Q1 2025.
4,613 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.