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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-289,000
Closed -$166M 2396
2024
Q3
$166M Buy
+289,000
New +$160M 0.73% 21
2024
Q2
Sell
-290,300
Closed -$152M 2373
2024
Q1
$152M Hold
290,300
0.71% 23
2023
Q4
$138M Buy
+290,300
New +$129M 0.74% 22

Other funds holding SPY

Pathstone Holdings's SPY Position: Q1 2026 in Review

Pathstone Holdings reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q1 2026, selling an estimated $27.6M and leaving 2,176,821 shares worth $1.42B. The position accounts for 5.63% of the portfolio, ranked #2.

Pathstone Holdings first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.51B in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Pathstone Holdings held 2,176,821 shares of State Street SPDR S&P 500 ETF Trust worth $1.42B as of Q1 2026.
  • Pathstone Holdings sold 40,607 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $27.6M.
  • State Street SPDR S&P 500 ETF Trust made up 5.63% of Pathstone Holdings's portfolio in Q1 2026, its #2 holding.
  • Pathstone Holdings first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
  • Pathstone Holdings's State Street SPDR S&P 500 ETF Trust position peaked at $1.51B in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.