Searle & Co
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Searle & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Searle & Co’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
2015
Q1 		– Sell
-4,000
Closed -$7K – 357
2014
Q4 		$7K Buy
+4,000
New +$804K 0.01% 315

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Searle & Co's SPY Position: Q3 2026 in Review

Searle & Co increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.5% in Q3 2026, buying an estimated $131K and bringing the position to 5,149 shares worth $3.93M. The position accounts for 0.94% of the portfolio, ranked #30.

Searle & Co first reported a position in SPY in Q4 2014 and has held it in 46 quarters since. 3,652 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Searle & Co held 5,149 shares of State Street SPDR S&P 500 ETF Trust worth $3.93M as of Q3 2026.
  • Searle & Co bought 173 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $131K.
  • State Street SPDR S&P 500 ETF Trust made up 0.94% of Searle & Co's portfolio in Q3 2026, its #30 holding.
  • Searle & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 46 quarters since.
  • 3,652 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Searle & Co's 13F filing for Q3 2026, filed 4 Nov 2026.