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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinney & Scofield's SPY Position: Q1 2026 in Review

Pinney & Scofield held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 117 shares worth $76.1K. The position accounts for 0.04% of the portfolio, ranked #90.

Pinney & Scofield first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $79.8K in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Pinney & Scofield held 117 shares of State Street SPDR S&P 500 ETF Trust worth $76.1K as of Q1 2026.
  • Pinney & Scofield left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.04% of Pinney & Scofield's portfolio in Q1 2026, its #90 holding.
  • Pinney & Scofield first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's State Street SPDR S&P 500 ETF Trust position peaked at $79.8K in Q4 2025.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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