Sanibel Captiva Trust Company’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sanibel Captiva Trust Company’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	$21.6M	Sell	28,883 -711	-2%	-$515K	0.54%	47
2026 Q1	$19.2M	Buy	29,594 +998	+3%	+$679K	0.54%	52
2025 Q4	$19.5M	Buy	28,596 +1,389	+5%	+$939K	0.54%	51
2025 Q3	$18.1M	Buy	27,207 +755	+3%	+$484K	0.52%	54
2025 Q2	$16.3M	Buy	26,452 +1,712	+7%	+$979K	0.5%	59
2025 Q1	$13.8M	Sell	24,740 -645	-3%	-$379K	0.45%	62
2024 Q4	$14.9M	Buy	25,385 +665	+3%	+$392K	0.48%	57
2024 Q3	$14.2M	Buy	24,720 +884	+4%	+$489K	0.45%	61
2024 Q2	$13M	Sell	23,836 -2,805	-11%	-$1.47M	0.44%	59
2024 Q1	$13.9M	Sell	26,641 -1,136	-4%	-$566K	0.47%	57
2023 Q4	$13.2M	Buy	+27,777	New	+$12.4M	0.49%	56

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

Sanibel Captiva Trust Company's SPY Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.4% in Q2 2026, selling an estimated $515K and leaving 28,883 shares worth $21.6M. The position accounts for 0.54% of the portfolio, ranked #47.

Sanibel Captiva Trust Company first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sanibel Captiva Trust Company held 28,883 shares of State Street SPDR S&P 500 ETF Trust worth $21.6M as of Q2 2026.
Sanibel Captiva Trust Company sold 711 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $515K.
State Street SPDR S&P 500 ETF Trust made up 0.54% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #47 holding.
Sanibel Captiva Trust Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.