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

Reflection Asset 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 Q1	$2.04M	Buy	2,850 +1,137	+66%	+$773K	1.25%	20
2025 Q4	$1.18M	Buy	+1,713	New	+$1.16M	0.84%	36

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jane Street New York $1.21T AUM 78.12% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Reflection Asset Management's SPY Position: Q1 2026 in Review

Reflection Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 66% in Q1 2026, buying an estimated $773K and bringing the position to 2,850 shares worth $2.04M. The position accounts for 1.25% of the portfolio, ranked #20.

Reflection Asset Management first reported a position in SPY in Q4 2025 and has held it in 2 quarters since. 4,596 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Reflection Asset Management held 2,850 shares of State Street SPDR S&P 500 ETF Trust worth $2.04M as of Q1 2026.
Reflection Asset Management bought 1,137 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $773K.
State Street SPDR S&P 500 ETF Trust made up 1.25% of Reflection Asset Management's portfolio in Q1 2026, its #20 holding.
Reflection Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 2 quarters since.
4,596 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.