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

Neuberger Berman 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
2026 Q1	$5.56M	Buy	+2,721	New	+$1.85M	﹤0.01%	960
2025 Q2	–	Sell	-743	Closed	-$817K	–	2115
2025 Q1	$817K	Buy	+743	New	+$437K	﹤0.01%	1385
2023 Q3	–	Sell	-58,824	Closed	-$715K	–	1874
2023 Q2	$715K	Buy	+58,824	New	+$24.7M	﹤0.01%	1335
2023 Q1	–	Sell	-519	Closed	-$589K	–	1854
2022 Q4	$589K	Sell	519 -1,136	-69%	-$437K	﹤0.01%	1396
2022 Q3	$1.65M	Buy	1,655 +350	+27%	+$139K	﹤0.01%	1127
2022 Q2	$1.42M	Buy	+1,305	New	+$535K	﹤0.01%	1198
2021 Q4	–	Sell	-240	Closed	-$230K	–	1952
2021 Q3	$230K	Buy	+240	New	+$106K	﹤0.01%	1670
2021 Q1	–	Sell	-1,038	Closed	-$977K	–	1816
2020 Q4	$977K	Buy	+1,038	New	+$368K	﹤0.01%	1263
2020 Q3	–	Sell	-600	Closed	-$299K	–	1664
2020 Q2	$299K	Sell	600 -730	-55%	-$214K	﹤0.01%	1378
2020 Q1	$3.59M	Buy	+1,330	New	+$406K	0.01%	840
2019 Q1	–	Sell	-200	Closed	-$255K	–	1605
2018 Q4	$255K	Buy	+200	New	+$53.9K	﹤0.01%	1416
2015 Q2	–	Sell	-748,000	Closed	-$154M	–	1611
2015 Q1	$154M	Buy	+748,000	New	+$154M	0.16%	174
2014 Q4	–	Sell	-7,800	Closed	-$1.54M	–	1684
2014 Q3	$1.54M	Sell	7,800 -753,700	-99%	-$149M	﹤0.01%	1161
2014 Q2	$149M	Buy	761,500 +556,000	+271%	+$106M	0.15%	201
2014 Q1	$38.4M	Sell	205,500 -2,027,100	-91%	-$372M	0.04%	481
2013 Q4	$412M	Buy	2,232,600 +1,035,500	+87%	+$183M	0.42%	42
2013 Q3	$201M	Buy	+1,197,100	New	+$201M	0.22%	131

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

Neuberger Berman Group's SPY Position: Q1 2026 in Review

Neuberger Berman Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q1 2026, selling an estimated $3.57M and leaving 240,624 shares worth $156M. The position accounts for 0.12% of the portfolio, ranked #205.

Neuberger Berman Group first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $179M in Q4 2018. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Neuberger Berman Group held 240,624 shares of State Street SPDR S&P 500 ETF Trust worth $156M as of Q1 2026.
Neuberger Berman Group sold 5,244 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.57M.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Neuberger Berman Group's portfolio in Q1 2026, its #205 holding.
Neuberger Berman Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Neuberger Berman Group's State Street SPDR S&P 500 ETF Trust position peaked at $179M in Q4 2018.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.