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

Satovsky 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	$233K	Buy	+358	New	+$243K	0.04%	67
2025 Q3	–	Sell	-373	Closed	-$230K	–	71
2025 Q2	$230K	Sell	373 -25	-6%	-$14.3K	0.05%	52
2025 Q1	$223K	Buy	398 +51	+15%	+$30K	0.05%	49
2024 Q4	$204K	Buy	+347	New	+$204K	0.05%	50
2022 Q4	–	Sell	-802	Closed	-$286K	–	40
2022 Q3	$286K	Buy	802 +3	+0.4%	+$1.19K	0.16%	27
2022 Q2	$301K	Buy	799 +291	+57%	+$119K	0.18%	27
2022 Q1	$229K	Buy	508 +2	+0.4%	+$890	0.15%	30
2021 Q4	$240K	Sell	506 -1	-0.2%	-$459	0.16%	27
2021 Q3	$217K	Sell	507 -44	-8%	-$19.4K	0.16%	27
2021 Q2	$236K	Buy	551 +2	+0.4%	+$835	0.18%	25
2021 Q1	$218K	Buy	+549	New	+$212K	0.19%	26

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Satovsky Asset Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 358 shares worth $233K. The stake represents 0.04% of the portfolio and ranks #67 among its holdings. This is a return to the name: Satovsky Asset Management previously reported a position in SPY as recently as Q2 2025.

Satovsky Asset Management first reported a position in SPY in Q1 2021 and has held it in 11 quarters since. The position peaked at $301K in Q2 2022. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Satovsky Asset Management held 358 shares of State Street SPDR S&P 500 ETF Trust worth $233K as of Q1 2026.
State Street SPDR S&P 500 ETF Trust was a new Satovsky Asset Management position in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Satovsky Asset Management's portfolio in Q1 2026, its #67 holding.
Satovsky Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 11 quarters since.
Satovsky Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $301K in Q2 2022.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.