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

Pinney & Scofield’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	$87.4K	Hold	117	–	–	0.04%	91
2026 Q1	$76.1K	Hold	117	–	–	0.04%	90
2025 Q4	$79.8K	Hold	117	–	–	0.05%	85
2025 Q3	$77.9K	Hold	117	–	–	0.05%	83
2025 Q2	$72.3K	Hold	117	–	–	0.05%	87
2025 Q1	$65.4K	Hold	117	–	–	0.05%	90
2024 Q4	$68.6K	Buy	+117	New	+$68.9K	0.05%	87

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinney & Scofield's SPY Position: Q2 2026 in Review

Pinney & Scofield held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 117 shares worth $87.4K. The position accounts for 0.04% of the portfolio, ranked #91.

Pinney & Scofield first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Pinney & Scofield held 117 shares of State Street SPDR S&P 500 ETF Trust worth $87.4K as of Q2 2026.
Pinney & Scofield left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Pinney & Scofield's portfolio in Q2 2026, its #91 holding.
Pinney & Scofield first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.