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NWAM LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

NWAM LLC’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
2020
Q4 		– Sell
-4,600
Closed -$1.64M – 460
2020
Q3 		$1.64M Buy
+4,600
New +$1.52M 0.27% 93

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NWAM LLC's SPY Position: Q2 2026 in Review

NWAM LLC increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q2 2026, buying an estimated $1.67M and bringing the position to 21,281 shares worth $15.9M. The position accounts for 0.79% of the portfolio, ranked #22.

NWAM LLC first reported a position in SPY in Q2 2013 and has held it in 51 quarters since. 4,646 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • NWAM LLC held 21,281 shares of State Street SPDR S&P 500 ETF Trust worth $15.9M as of Q2 2026.
  • NWAM LLC bought 2,310 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.67M.
  • State Street SPDR S&P 500 ETF Trust made up 0.79% of NWAM LLC's portfolio in Q2 2026, its #22 holding.
  • NWAM LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 51 quarters since.
  • 4,646 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.