Schusterman Interests’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Schusterman Interests’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	$87.1M	Hold	133,977	–	–	22.27%	3
2025 Q4	$91.4M	Buy	133,977 +1,460	+1%	+$987K	20.91%	3
2025 Q3	$88.3M	Buy	132,517 +63,000	+91%	+$40.4M	20.17%	3
2025 Q2	$43M	Hold	69,517	–	–	65.47%	1
2025 Q1	$38.9M	Hold	69,517	–	–	97.42%	1
2024 Q4	$40.7M	Hold	69,517	–	–	97.21%	1
2024 Q3	$39.9M	Hold	69,517	–	–	97.23%	1
2024 Q2	$37.8M	Hold	69,517	–	–	49.41%	1
2024 Q1	$36.4M	Buy	+69,517	New	+$34.6M	28.26%	2

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

Schusterman Interests's SPY Position: Q1 2026 in Review

Schusterman Interests held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 133,977 shares worth $87.1M. The position accounts for 22.27% of the portfolio, ranked #3.

Schusterman Interests first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. The position peaked at $91.4M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Schusterman Interests held 133,977 shares of State Street SPDR S&P 500 ETF Trust worth $87.1M as of Q1 2026.
Schusterman Interests left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 22.27% of Schusterman Interests's portfolio in Q1 2026, its #3 holding.
Schusterman Interests first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
Schusterman Interests's State Street SPDR S&P 500 ETF Trust position peaked at $91.4M 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 Schusterman Interests's 13F filing for Q1 2026, filed 15 May 2026.