Notis-McConarty Edward’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Notis-McConarty Edward’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	$272K	Buy	419 +15	+4%	+$10.2K	0.14%	65
2025 Q4	$275K	Sell	404 -10	-2%	-$6.76K	0.13%	64
2025 Q3	$276K	Buy	414 +40	+11%	+$25.6K	0.13%	70
2025 Q2	$231K	Sell	374 -35	-9%	-$20K	0.11%	77
2025 Q1	$229K	Buy	+409	New	+$240K	0.12%	72
2024 Q3	–	Sell	-408	Closed	-$222K	–	89
2024 Q2	$222K	Hold	408	–	–	0.09%	88
2024 Q1	$213K	Buy	+408	New	+$203K	0.08%	88
2022 Q4	–	Sell	-645	Closed	-$230K	–	97
2022 Q3	$230K	Hold	645	–	–	0.1%	92
2022 Q2	$243K	Hold	645	–	–	0.1%	93
2022 Q1	$291K	Buy	+645	New	+$287K	0.1%	91

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

Notis-McConarty Edward's SPY Position: Q1 2026 in Review

Notis-McConarty Edward increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.7% in Q1 2026, buying an estimated $10.2K and bringing the position to 419 shares worth $272K. The position accounts for 0.14% of the portfolio, ranked #65.

Notis-McConarty Edward first reported a position in SPY in Q1 2022 and has held it in 10 quarters since. The position peaked at $291K in Q1 2022. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Notis-McConarty Edward held 419 shares of State Street SPDR S&P 500 ETF Trust worth $272K as of Q1 2026.
Notis-McConarty Edward bought 15 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $10.2K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Notis-McConarty Edward's portfolio in Q1 2026, its #65 holding.
Notis-McConarty Edward first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 10 quarters since.
Notis-McConarty Edward's State Street SPDR S&P 500 ETF Trust position peaked at $291K in Q1 2022.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Notis-McConarty Edward's 13F filing for Q1 2026, filed 8 May 2026.