Polen Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Polen Capital Management’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	$3M	Buy	4,018 +261	+7%	+$189K	0.03%	92
2026 Q1	$2.44M	Sell	3,757 -2,960	-44%	-$2.01M	0.02%	89
2025 Q4	$4.58M	Buy	6,717 +4,210	+168%	+$2.85M	0.02%	59
2025 Q3	$1.67M	Sell	2,507 -75	-3%	-$48.1K	0.01%	106
2025 Q2	$1.6M	Buy	2,582 +1,134	+78%	+$648K	﹤0.01%	99
2025 Q1	$810K	Sell	1,448 -8,091	-85%	-$4.76M	﹤0.01%	100
2024 Q4	$5.59M	Buy	9,539 +7,676	+412%	+$4.52M	0.02%	64
2024 Q3	$1.07M	Buy	+1,863	New	+$1.03M	﹤0.01%	102
2024 Q1	–	Sell	-662	Closed	-$315K	–	107
2023 Q4	$315K	Buy	+662	New	+$295K	﹤0.01%	107

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

Polen Capital Management's SPY Position: Q2 2026 in Review

Polen Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.9% in Q2 2026, buying an estimated $189K and bringing the position to 4,018 shares worth $3M. The position accounts for 0.03% of the portfolio, ranked #92.

Polen Capital Management first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.59M in Q4 2024. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Polen Capital Management held 4,018 shares of State Street SPDR S&P 500 ETF Trust worth $3M as of Q2 2026.
Polen Capital Management bought 261 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $189K.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Polen Capital Management's portfolio in Q2 2026, its #92 holding.
Polen Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 9 quarters since.
Polen Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $5.59M in Q4 2024.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.