Port Capital’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
2026
Q1
$7.38M Buy
11,355
+150
+1% +$102K 0.33% 38
2025
Q4
$7.64M Sell
11,205
-187
-2% -$126K 0.33% 39
2025
Q3
$7.59M Sell
11,392
-27
-0.2% -$17.3K 0.32% 39
2025
Q2
$7.05M Sell
11,419
-268
-2% -$153K 0.3% 38
2025
Q1
$6.54M Sell
11,687
-752
-6% -$442K 0.3% 38
2024
Q4
$7.29M Buy
12,439
+270
+2% +$159K 0.33% 39
2024
Q3
$6.98M Sell
12,169
-51
-0.4% -$28.2K 0.31% 39
2024
Q2
$6.65M Sell
12,220
-90
-0.7% -$47.1K 0.33% 37
2024
Q1
$6.44M Buy
12,310
+388
+3% +$193K 0.32% 36
2023
Q4
$5.67M Buy
11,922
+77
+0.7% +$34.3K 0.32% 37
2023
Q3
$5.06M Buy
11,845
+219
+2% +$97.4K 0.32% 36
2023
Q2
$5.15M Buy
11,626
+326
+3% +$137K 0.31% 37
2023
Q1
$4.63M Sell
11,300
-317
-3% -$126K 0.3% 37
2022
Q4
$4.44M Buy
11,617
+14
+0.1% +$5.38K 0.32% 36
2022
Q3
$4.14M Buy
11,603
+22
+0.2% +$8.74K 0.34% 35
2022
Q2
$4.37M Sell
11,581
-325
-3% -$133K 0.34% 37
2022
Q1
$5.38M Buy
11,906
+340
+3% +$151K 0.37% 37
2021
Q4
$5.49M Buy
11,566
+42
+0.4% +$19.3K 0.34% 39
2021
Q3
$4.95M Buy
11,524
+111
+1% +$49K 0.25% 38
2021
Q2
$4.88M Sell
11,413
-251
-2% -$105K 0.25% 39
2021
Q1
$4.62M Buy
11,664
+10
+0.1% +$3.86K 0.26% 38
2020
Q4
$4.36M Buy
11,654
+115
+1% +$40.8K 0.3% 39
2020
Q3
$3.86M Buy
11,539
+17
+0.1% +$5.63K 0.33% 37
2020
Q2
$3.55M Buy
11,522
+1,069
+10% +$313K 0.34% 37
2020
Q1
$2.69M Sell
10,453
-4,031
-28% -$1.23M 0.37% 38
2019
Q4
$4.66M Sell
14,484
-5,097
-26% -$1.57M 0.51% 36
2019
Q3
$5.81M Sell
19,581
-5,095
-21% -$1.51M 0.66% 40
2019
Q2
$7.23M Sell
24,676
-4,383
-15% -$1.26M 0.85% 35
2019
Q1
$8.21M Sell
29,059
-6,288
-18% -$1.71M 1.07% 34
2018
Q4
$8.83M Sell
35,347
-4,713
-12% -$1.27M 1.34% 32
2018
Q3
$11.6M Sell
40,060
-862
-2% -$245K 1.41% 27
2018
Q2
$11.1M Sell
40,922
-462
-1% -$125K 1.45% 27
2018
Q1
$10.9M Sell
41,384
-553
-1% -$151K 1.54% 21
2017
Q4
$11.2M Buy
+41,937
New +$10.9M 1.58% 15

Other funds holding SPY

Port Capital's SPY Position: Q1 2026 in Review

Port Capital increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q1 2026, buying an estimated $102K and bringing the position to 11,355 shares worth $7.38M. The position accounts for 0.33% of the portfolio, ranked #38.

Port Capital first reported a position in SPY in Q4 2017 and has held it in 34 quarters since. The position peaked at $11.6M in Q3 2018. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Port Capital held 11,355 shares of State Street SPDR S&P 500 ETF Trust worth $7.38M as of Q1 2026.
  • Port Capital bought 150 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $102K.
  • State Street SPDR S&P 500 ETF Trust made up 0.33% of Port Capital's portfolio in Q1 2026, its #38 holding.
  • Port Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 34 quarters since.
  • Port Capital's State Street SPDR S&P 500 ETF Trust position peaked at $11.6M in Q3 2018.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Port Capital's 13F filing for Q1 2026, filed 15 May 2026.