ORG Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

ORG Partners’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	$19.1M	Buy	27,979 +3,551	+15%	+$2.4M	3.36%	2
2025 Q3	$16.3M	Buy	24,428 +5,244	+27%	+$3.36M	2.97%	2
2025 Q2	$11.9M	Buy	19,184 +3,067	+19%	+$1.75M	2.53%	4
2025 Q1	$9.04M	Sell	16,117 -35,387	-69%	-$20.8M	2.23%	5
2024 Q4	$30.2M	Buy	51,504 +30,012	+140%	+$17.7M	4.1%	1
2024 Q3	$12.3M	Buy	21,492 +11,999	+126%	+$6.63M	1.97%	8
2024 Q2	$5.18M	Buy	+9,493	New	+$4.97M	0.64%	34
2024 Q1	–	Sell	-7,972	Closed	-$3.79M	–	1027
2023 Q4	$3.79M	Buy	7,972 +5,994	+303%	+$2.67M	0.63%	37
2023 Q3	$846K	Sell	1,978 -5,788	-75%	-$2.57M	0.25%	102
2023 Q2	$3.45M	Buy	+7,766	New	+$3.26M	0.56%	38

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ORG Partners's SPY Position: Q4 2025 in Review

ORG Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q4 2025, buying an estimated $2.4M and bringing the position to 27,979 shares worth $19.1M. The position accounts for 3.36% of the portfolio, ranked #2.

ORG Partners first reported a position in SPY in Q2 2023 and has held it in 10 quarters since. The position peaked at $30.2M in Q4 2024. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

ORG Partners held 27,979 shares of State Street SPDR S&P 500 ETF Trust worth $19.1M as of Q4 2025.
ORG Partners bought 3,551 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $2.4M.
State Street SPDR S&P 500 ETF Trust made up 3.36% of ORG Partners's portfolio in Q4 2025, its #2 holding.
ORG Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 10 quarters since.
ORG Partners's State Street SPDR S&P 500 ETF Trust position peaked at $30.2M in Q4 2024.
4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.