Samantha McLemore’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Samantha McLemore’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	$792K	Sell	1,060 -55	-5%	-$39.9K	0.03%	40
2026 Q1	$726K	Buy	1,115 +40	+4%	+$27.2K	0.03%	40
2025 Q4	$733K	Buy	1,075 +654	+155%	+$442K	0.03%	40
2025 Q3	$281K	Buy	+421	New	+$270K	0.01%	41
2025 Q1	–	Sell	-3,463	Closed	-$2.03M	–	42
2024 Q4	$2.03M	Buy	3,463 +1,977	+133%	+$1.16M	0.09%	40
2024 Q3	$852K	Buy	1,486 +748	+101%	+$414K	0.04%	40
2024 Q2	$402K	Buy	+738	New	+$386K	0.02%	40
2024 Q1	–	Sell	-2,091	Closed	-$994K	–	44
2023 Q4	$994K	Buy	+2,091	New	+$931K	0.05%	42

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

Samantha McLemore's SPY Position: Q2 2026 in Review

Samantha McLemore reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.9% in Q2 2026, selling an estimated $39.9K and leaving 1,060 shares worth $792K. The position accounts for 0.03% of the portfolio, ranked #40.

Samantha McLemore first reported a position in SPY in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.03M in Q4 2024. 4,629 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Samantha McLemore held 1,060 shares of State Street SPDR S&P 500 ETF Trust worth $792K as of Q2 2026.
Samantha McLemore sold 55 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $39.9K.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Samantha McLemore's portfolio in Q2 2026, its #40 holding.
Samantha McLemore first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 8 quarters since.
Samantha McLemore's State Street SPDR S&P 500 ETF Trust position peaked at $2.03M in Q4 2024.
4,629 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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