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

&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
2026 Q1	$200M	Buy	308,316 +29,843	+11%	+$20.3M	0.99%	13
2025 Q4	$189M	Buy	278,473 +171,841	+161%	+$116M	0.99%	14
2025 Q3	$71M	Buy	106,632 +31,281	+42%	+$20.1M	0.46%	37
2025 Q2	$46.5M	Buy	75,351 +18,631	+33%	+$10.7M	0.36%	56
2025 Q1	$31.5M	Buy	56,720 +11,779	+26%	+$6.92M	0.33%	63
2024 Q4	$26.6M	Buy	44,941 +12,309	+38%	+$7.25M	0.32%	68
2024 Q3	$18.7M	Buy	32,632 +17,092	+110%	+$9.45M	0.36%	64
2024 Q2	$8.33M	Buy	15,540 +3,447	+29%	+$1.8M	0.36%	65
2024 Q1	$6.28M	Buy	12,093 +7,772	+180%	+$3.87M	0.87%	19
2023 Q4	$2.03M	Buy	4,321 +1,586	+58%	+$706K	0.49%	54
2023 Q3	$1.17M	Buy	2,735 +108	+4%	+$48K	0.55%	37
2023 Q2	$1.16M	Hold	2,627	–	–	0.52%	38
2023 Q1	$1.08M	Hold	2,627	–	–	0.52%	41
2022 Q4	$1M	Hold	2,627	–	–	0.5%	44
2022 Q3	$938K	Buy	2,627 +4	+0.2%	+$1.59K	0.54%	43
2022 Q2	$990K	Buy	2,623 +228	+10%	+$93.4K	0.57%	37
2022 Q1	$1.08M	Buy	2,395 +111	+5%	+$49.4K	0.61%	31
2021 Q4	$1.08M	Buy	2,284 +142	+7%	+$65.2K	0.65%	33
2021 Q3	$919K	Hold	2,142	–	–	0.58%	43
2021 Q2	$917K	Hold	2,142	–	–	0.59%	40
2021 Q1	$849K	Hold	2,142	–	–	0.62%	40
2020 Q4	$801K	Buy	2,142 +230	+12%	+$81.6K	0.67%	42
2020 Q3	$640K	Hold	1,912	–	–	0.65%	47
2020 Q2	$590K	Hold	1,912	–	–	0.71%	42
2020 Q1	$493K	Buy	1,912 +490	+34%	+$149K	0.77%	39
2019 Q4	$458K	Hold	1,422	–	–	0.54%	63
2019 Q3	$422K	Hold	1,422	–	–	0.55%	66
2019 Q2	$417K	Sell	1,422 -120	-8%	-$34.6K	0.58%	61
2019 Q1	$436K	Buy	1,542 +305	+25%	+$82.9K	0.62%	52
2018 Q4	$309K	Buy	+1,237	New	+$334K	0.52%	67

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

&Partners's SPY Position: Q1 2026 in Review

&Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q1 2026, buying an estimated $20.3M and bringing the position to 308,316 shares worth $200M. The position accounts for 0.99% of the portfolio, ranked #13.

&Partners first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

&Partners held 308,316 shares of State Street SPDR S&P 500 ETF Trust worth $200M as of Q1 2026.
&Partners bought 29,843 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $20.3M.
State Street SPDR S&P 500 ETF Trust made up 0.99% of &Partners's portfolio in Q1 2026, its #13 holding.
&Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.