Savant Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
0
-$803K 1368
2025
Q2
Hold
0
599

Other funds holding SPY

Savant Capital's SPY Position: Q1 2026 in Review

Savant Capital reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.1% in Q1 2026, selling an estimated $7.28M and leaving 163,816 shares worth $107M. The position accounts for 0.51% of the portfolio, ranked #27.

Savant Capital first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $119M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Savant Capital held 163,816 shares of State Street SPDR S&P 500 ETF Trust worth $107M as of Q1 2026.
  • Savant Capital sold 10,710 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $7.28M.
  • State Street SPDR S&P 500 ETF Trust made up 0.51% of Savant Capital's portfolio in Q1 2026, its #27 holding.
  • Savant Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
  • Savant Capital's State Street SPDR S&P 500 ETF Trust position peaked at $119M in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.