Northwest & Ethical Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Northwest & Ethical Investments’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	$62.6M	Buy	83,830 +4,330	+5%	+$3.14M	1.46%	12
2026 Q1	$51.7M	Hold	79,500	–	–	1.2%	13
2025 Q4	$54.2M	Buy	79,500 +31,100	+64%	+$21M	1.22%	13
2025 Q3	$32.2M	Hold	48,400	–	–	0.76%	32
2025 Q2	$29.9M	Buy	+48,400	New	+$27.7M	0.74%	29
2025 Q1	–	Sell	-2,660	Closed	-$1.56M	–	527
2024 Q4	$1.56M	Sell	2,660 -15,340	-85%	-$9.04M	0.04%	273
2024 Q3	$10.3M	Sell	18,000 -12,100	-40%	-$6.69M	0.27%	119
2024 Q2	$16.4M	Buy	30,100 +3,300	+12%	+$1.73M	0.47%	69
2024 Q1	$14M	Buy	26,800 +1,600	+6%	+$797K	0.4%	80
2023 Q4	$12M	Sell	25,200 -11,100	-31%	-$4.94M	0.37%	90
2023 Q3	$15.5M	Buy	36,300 +7,300	+25%	+$3.25M	0.52%	62
2023 Q2	$12.9M	Buy	29,000 +6,400	+28%	+$2.69M	0.41%	77
2023 Q1	$9.25M	Buy	+22,600	New	+$9.02M	0.31%	110
2022 Q4	–	Sell	-61,900	Closed	-$22.1M	–	424
2022 Q3	$22.1M	Buy	61,900 +10,700	+21%	+$4.25M	0.89%	23
2022 Q2	$19.3M	Sell	51,200 -79,400	-61%	-$32.5M	0.72%	36
2022 Q1	$59M	Sell	130,600 -2,800	-2%	-$1.25M	1.89%	3
2021 Q4	$63.4M	Buy	133,400 +31,800	+31%	+$14.6M	1.87%	3
2021 Q3	$43.6M	Sell	101,600 -100	-0.1%	-$44.1K	1.42%	7
2021 Q2	$43.5M	Buy	101,700 +32,300	+47%	+$13.5M	1.41%	6
2021 Q1	$27.5M	Sell	69,400 -28,200	-29%	-$10.9M	0.96%	17
2020 Q4	$36.5M	Buy	97,600 +10,600	+12%	+$3.76M	1.4%	4
2020 Q3	$29.1M	Buy	87,000 +26,900	+45%	+$8.91M	1.28%	8
2020 Q2	$18.5M	Buy	60,100 +31,800	+112%	+$9.31M	0.88%	23
2020 Q1	$7.29M	Buy	28,300 +5	+0%	+$1.52K	0.42%	77
2019 Q4	$9.11M	Buy	28,295 +18,950	+203%	+$5.84M	0.41%	75
2019 Q3	$2.77M	Buy	+9,345	New	+$2.76M	0.14%	200

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

Northwest & Ethical Investments's SPY Position: Q2 2026 in Review

Northwest & Ethical Investments increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.4% in Q2 2026, buying an estimated $3.14M and bringing the position to 83,830 shares worth $62.6M. The position accounts for 1.46% of the portfolio, ranked #12.

Northwest & Ethical Investments first reported a position in SPY in Q3 2019 and has held it in 26 quarters since. The position peaked at $63.4M in Q4 2021. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Northwest & Ethical Investments held 83,830 shares of State Street SPDR S&P 500 ETF Trust worth $62.6M as of Q2 2026.
Northwest & Ethical Investments bought 4,330 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.14M.
State Street SPDR S&P 500 ETF Trust made up 1.46% of Northwest & Ethical Investments's portfolio in Q2 2026, its #12 holding.
Northwest & Ethical Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 26 quarters since.
Northwest & Ethical Investments's State Street SPDR S&P 500 ETF Trust position peaked at $63.4M in Q4 2021.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.