Nancy E. Dempze’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Nancy E. Dempze’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	–	Sell	-398	Closed	-$265K	–	101
2025 Q3	$265K	Sell	398 -20	-5%	-$12.8K	0.15%	78
2025 Q2	$258K	Sell	418 -260	-38%	-$149K	0.15%	86
2025 Q1	$379K	Sell	678 -1,670	-71%	-$982K	0.23%	72
2024 Q4	$1.38M	Buy	+2,348	New	+$1.38M	0.79%	39
2022 Q4	–	Sell	-1,004	Closed	-$359K	–	65
2022 Q3	$359K	Buy	+1,004	New	+$399K	0.38%	51
2021 Q1	–	Sell	-792	Closed	-$296K	–	70
2020 Q4	$296K	Buy	+792	New	+$281K	0.27%	54
2019 Q2	–	Sell	-850	Closed	-$240K	–	67
2019 Q1	$240K	Sell	850 -100	-11%	-$27.2K	0.28%	62
2018 Q4	$237K	Sell	950 -750	-44%	-$202K	0.33%	57
2018 Q3	$494K	Sell	1,700 -300	-15%	-$85.4K	0.55%	42
2018 Q2	$543K	Sell	2,000 -400	-17%	-$108K	0.66%	37
2018 Q1	$632K	Sell	2,400 -268	-10%	-$73.1K	0.78%	36
2017 Q4	$712K	Sell	2,668 -245	-8%	-$63.7K	0.86%	34
2017 Q3	$732K	Hold	2,913	–	–	1.03%	31
2017 Q2	$705K	Buy	2,913 +268	+10%	+$64.2K	1.01%	37
2017 Q1	$624K	Buy	2,645 +1,145	+76%	+$266K	0.96%	38
2016 Q4	$335K	Hold	1,500	–	–	0.59%	55
2016 Q3	$324K	Sell	1,500 -550	-27%	-$119K	0.57%	59
2016 Q2	$429K	Sell	2,050 -273	-12%	-$56.6K	0.76%	41
2016 Q1	$477K	Hold	2,323	–	–	0.84%	44
2015 Q4	$474K	Buy	+2,323	New	+$477K	0.91%	40

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

Nancy E. Dempze's SPY Position: Q4 2025 in Review

Nancy E. Dempze sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2025, closing a stake of 398 shares — an estimated $265K sold.

Nancy E. Dempze first reported a position in SPY in Q4 2015 and held it in 20 quarters. The position peaked at $1.38M in Q4 2024. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Nancy E. Dempze reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2025 after selling out during the quarter.
Nancy E. Dempze sold 398 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $265K.
Nancy E. Dempze first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and held it in 20 quarters.
Nancy E. Dempze's State Street SPDR S&P 500 ETF Trust position peaked at $1.38M in Q4 2024.
4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Nancy E. Dempze's 13F filing for Q4 2025, filed 17 Feb 2026.