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

Pineridge Advisors’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 Q3	$21.6M	Sell	32,414 -16,942	-34%	-$10.9M	6.17%	7
2025 Q2	$30.5M	Buy	49,356 +1,679	+4%	+$960K	11.05%	3
2025 Q1	$26.7M	Buy	47,677 +539	+1%	+$317K	10.42%	3
2024 Q4	$27.6M	Buy	47,138 +12,314	+35%	+$7.25M	10.44%	4
2024 Q3	$20M	Buy	34,824 +3,113	+10%	+$1.72M	7.56%	5
2024 Q2	$17.3M	Buy	31,711 +31,667	+71,970%	+$16.6M	5.89%	3
2024 Q1	$22.9K	Sell	44 -249	-85%	-$124K	0.01%	208
2023 Q4	$139K	Buy	+293	New	+$131K	0.05%	88

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pineridge Advisors's SPY Position: Q3 2025 in Review

Pineridge Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 34% in Q3 2025, selling an estimated $10.9M and leaving 32,414 shares worth $21.6M. The position accounts for 6.17% of the portfolio, ranked #7.

Pineridge Advisors first reported a position in SPY in Q4 2023 and has held it in 8 quarters since. The position peaked at $30.5M in Q2 2025. 4,245 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Pineridge Advisors held 32,414 shares of State Street SPDR S&P 500 ETF Trust worth $21.6M as of Q3 2025.
Pineridge Advisors sold 16,942 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $10.9M.
State Street SPDR S&P 500 ETF Trust made up 6.17% of Pineridge Advisors's portfolio in Q3 2025, its #7 holding.
Pineridge Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $30.5M in Q2 2025.
4,245 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.