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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-32
Closed -$8.48K 523
2024
Q1
$8.48K Buy
+32
New +$15.9K ﹤0.01% 480

Other funds holding SPY

Northwest & Ethical Investments's SPY Position: Q1 2026 in Review

Northwest & Ethical Investments held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 79,500 shares worth $51.7M. The position accounts for 1.2% of the portfolio, ranked #13.

Northwest & Ethical Investments first reported a position in SPY in Q3 2019 and has held it in 25 quarters since. The position peaked at $63.4M in Q4 2021. 4,569 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Northwest & Ethical Investments held 79,500 shares of State Street SPDR S&P 500 ETF Trust worth $51.7M as of Q1 2026.
  • Northwest & Ethical Investments 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 1.2% of Northwest & Ethical Investments's portfolio in Q1 2026, its #13 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 25 quarters since.
  • Northwest & Ethical Investments's State Street SPDR S&P 500 ETF Trust position peaked at $63.4M in Q4 2021.
  • 4,569 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.