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 Q2	$253K	Sell	338 -20	-6%	-$14.5K	0.04%	67
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 $1.81T 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

Satovsky Asset Management's SPY Position: Q2 2026 in Review

Satovsky Asset Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.6% in Q2 2026, selling an estimated $14.5K and leaving 338 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #67.

Satovsky Asset Management first reported a position in SPY in Q1 2021 and has held it in 12 quarters since. The position peaked at $301K in Q2 2022. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Satovsky Asset Management held 338 shares of State Street SPDR S&P 500 ETF Trust worth $253K as of Q2 2026.
Satovsky Asset Management sold 20 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $14.5K.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Satovsky Asset Management's portfolio in Q2 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 12 quarters since.
Satovsky Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $301K in Q2 2022.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.