Nichols & Pratt Advisers’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Nichols & Pratt Advisers’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	$207K	Hold	1,500	–	–	0.01%	103
2025 Q4	$1.02M	Buy	1,500 +14	+0.9%	+$9.46K	0.06%	68
2025 Q3	$990K	Hold	1,486	–	–	0.06%	67
2025 Q2	$918K	Hold	1,486	–	–	0.06%	68
2025 Q1	$831K	Hold	1,486	–	–	0.06%	69
2024 Q4	$871K	Hold	1,486	–	–	0.06%	70
2024 Q3	$853K	Hold	1,486	–	–	0.06%	71
2024 Q2	$809K	Buy	1,486 +59	+4%	+$30.9K	0.05%	70
2024 Q1	$746K	Sell	1,427 -400	-22%	-$199K	0.05%	71
2023 Q4	$868K	Sell	1,827 -100	-5%	-$44.5K	0.06%	70
2023 Q3	$824K	Buy	1,927 +1,427	+285%	+$635K	0.06%	72
2023 Q2	$222K	Sell	500 -115	-19%	-$48.3K	0.02%	105
2023 Q1	$252K	Buy	+615	New	+$245K	0.02%	95

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

Nichols & Pratt Advisers's SPY Position: Q1 2026 in Review

Nichols & Pratt Advisers held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 1,500 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #103.

Nichols & Pratt Advisers first reported a position in SPY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Nichols & Pratt Advisers held 1,500 shares of State Street SPDR S&P 500 ETF Trust worth $207K as of Q1 2026.
Nichols & Pratt Advisers left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.01% of Nichols & Pratt Advisers's portfolio in Q1 2026, its #103 holding.
Nichols & Pratt Advisers first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 13 quarters since.
Nichols & Pratt Advisers's State Street SPDR S&P 500 ETF Trust position peaked at $1.02M in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q1 2026, filed 29 Apr 2026.