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Oldfather Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Oldfather Financial Services’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
2025
Q4 		$17.6M Sell
25,775
-183
-0.7% -$124K 5.23% 4
2025
Q3 		$17.3M Sell
25,958
-44
-0.2% -$28.2K 5.39% 4
2025
Q2 		$16.1M Sell
26,002
-285
-1% -$163K 5.52% 4
2025
Q1 		$14.7M Buy
26,287
+249
+1% +$146K 5.58% 4
2024
Q4 		$15.3M Sell
26,038
-233
-0.9% -$137K 5.81% 4
2024
Q3 		$15.1M Sell
26,271
-29
-0.1% -$16K 5.8% 4
2024
Q2 		$14.3M Sell
26,300
-176
-0.7% -$92.1K 5.87% 4
2024
Q1 		$13.8M Sell
26,476
-580
-2% -$289K 5.7% 4
2023
Q4 		$12.9M Sell
27,056
-203
-0.7% -$90.4K 5.73% 4
2023
Q3 		$11.7M Sell
27,259
-585
-2% -$260K 5.91% 4
2023
Q2 		$12.3M Sell
27,844
-11
-0% -$4.62K 6.03% 4
2023
Q1 		$11.4M Buy
27,855
+494
+2% +$197K 5.9% 4
2022
Q4 		$10.5M Sell
27,361
-293
-1% -$113K 5.96% 4
2022
Q3 		$9.88M Sell
27,654
-89
-0.3% -$35.3K 6.19% 4
2022
Q2 		$11.1M Sell
27,743
-956
-3% -$392K 6.35% 4
2022
Q1 		$12.3M Buy
28,699
+9
+0% +$4.01K 6.66% 4
2021
Q4 		$12.8M Sell
28,690
-128
-0.4% -$58.8K 6.73% 4
2021
Q3 		$13.5M Sell
28,818
-284
-1% -$125K 6.92% 4
2021
Q2 		$12.9M Sell
29,102
-199
-0.7% -$83.1K 7.04% 4
2021
Q1 		$12M Sell
29,301
-762
-3% -$294K 6.89% 4
2020
Q4 		$11.7M Buy
30,063
+343
+1% +$122K 6.92% 4
2020
Q3 		$10.3M Sell
29,720
-1
-0% -$331 7.36% 4
2020
Q2 		$9.63M Sell
29,721
-784
-3% -$229K 7.47% 4
2020
Q1 		$8.74M Buy
30,505
+19
+0.1% +$5.8K 8.3% 4
2019
Q4 		$9.96M Buy
+30,486
New +$9.39M 9.25% 4

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Oldfather Financial Services's SPY Position: Q4 2025 in Review

Oldfather Financial Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.7% in Q4 2025, selling an estimated $124K and leaving 25,775 shares worth $17.6M. The position accounts for 5.23% of the portfolio, ranked #4.

Oldfather Financial Services first reported a position in SPY in Q4 2019 and has held it in 25 quarters since. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

  • Oldfather Financial Services held 25,775 shares of State Street SPDR S&P 500 ETF Trust worth $17.6M as of Q4 2025.
  • Oldfather Financial Services sold 183 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $124K.
  • State Street SPDR S&P 500 ETF Trust made up 5.23% of Oldfather Financial Services's portfolio in Q4 2025, its #4 holding.
  • Oldfather Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 25 quarters since.
  • 4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.