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

Partners Capital Investment Group’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
Q2 		$36.7M Sell
49,196
-7,983
-14% -$5.79M 1.3% 20
2026
Q1 		$37.2M Buy
57,179
+164
+0.3% +$112K 1.4% 19
2025
Q4 		$38.9M Buy
57,015
+153
+0.3% +$103K 1.45% 18
2025
Q3 		$37.9M Buy
56,862
+156
+0.3% +$100K 1.51% 17
2025
Q2 		$35M Sell
56,706
-160,703
-74% -$91.9M 1.4% 17
2025
Q1 		$122M Buy
217,409
+103,973
+92% +$61.1M 2.06% 13
2024
Q4 		$66.5M Sell
113,436
-113,026
-50% -$66.6M 1.83% 14
2024
Q3 		$130M Sell
226,462
-5,555
-2% -$3.07M 2.08% 12
2024
Q2 		$127M Buy
232,017
+120,283
+108% +$63M 2.14% 13
2024
Q1 		$58.4M Sell
111,734
-114,999
-51% -$57.3M 1.58% 14
2023
Q4 		$108M Buy
226,733
+183,070
+419% +$81.6M 2.36% 8
2023
Q3 		$18.7M Buy
43,663
+273
+0.6% +$121K 0.45% 35
2023
Q2 		$19.2M Buy
43,390
+27,306
+170% +$11.5M 0.41% 38
2023
Q1 		$6.58M Sell
16,084
-22,056
-58% -$8.8M 0.28% 62
2022
Q4 		$14.6M Buy
38,140
+21,938
+135% +$8.43M 0.7% 34
2022
Q3 		$5.79M Buy
16,202
+10,541
+186% +$4.19M 0.34% 67
2022
Q2 		$2.14M Sell
5,661
-1,170
-17% -$479K 0.14% 82
2022
Q1 		$3.08M Sell
6,831
-29,626
-81% -$13.2M 0.15% 84
2021
Q4 		$17.3M Buy
36,457
+3,685
+11% +$1.69M 0.8% 47
2021
Q3 		$14.1M Buy
32,772
+2,470
+8% +$1.09M 0.64% 54
2021
Q2 		$13M Buy
30,302
+8,339
+38% +$3.48M 0.58% 51
2021
Q1 		$8.71M Buy
21,963
+971
+5% +$374K 0.38% 56
2020
Q4 		$7.85M Sell
20,992
-6,675
-24% -$2.37M 0.22% 68
2020
Q3 		$9.27M Buy
27,667
+815
+3% +$270K 0.57% 53
2020
Q2 		$8.28M Buy
26,852
+6,225
+30% +$1.82M 0.41% 53
2020
Q1 		$5.32M Sell
20,627
-2,542
-11% -$775K 0.36% 56
2019
Q4 		$7.46M Hold
23,169
– – 0.56% 47
2019
Q3 		$6.88M Hold
23,169
– – 0.6% 49
2019
Q2 		$6.79M Buy
23,169
+12,950
+127% +$3.73M 0.68% 47
2019
Q1 		$2.89M Hold
10,219
– – 0.28% 55
2018
Q4 		$2.55M Sell
10,219
-80,875
-89% -$21.8M 0.3% 57
2018
Q3 		$26.5M Buy
+91,094
New +$25.9M 2.85% 17

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

Partners Capital Investment Group's SPY Position: Q2 2026 in Review

Partners Capital Investment Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q2 2026, selling an estimated $5.79M and leaving 49,196 shares worth $36.7M. The position accounts for 1.3% of the portfolio, ranked #20.

Partners Capital Investment Group first reported a position in SPY in Q3 2018 and has held it in 32 quarters since. The position peaked at $130M in Q3 2024. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Partners Capital Investment Group held 49,196 shares of State Street SPDR S&P 500 ETF Trust worth $36.7M as of Q2 2026.
  • Partners Capital Investment Group sold 7,983 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.79M.
  • State Street SPDR S&P 500 ETF Trust made up 1.3% of Partners Capital Investment Group's portfolio in Q2 2026, its #20 holding.
  • Partners Capital Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2018 and has held it in 32 quarters since.
  • Partners Capital Investment Group's State Street SPDR S&P 500 ETF Trust position peaked at $130M in Q3 2024.
  • 4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.