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
2024 Q2	–	Sell	-51	Closed	-$52.3K	–	524
2024 Q1	$52.3K	Buy	+51	New	+$25.4K	﹤0.01%	465

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. 4,671 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.
4,671 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.