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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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Searle & Co's SPY Position: Q2 2026 in Review

Searle & Co increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q2 2026, buying an estimated $381K and bringing the position to 4,976 shares worth $3.72M. The position accounts for 0.83% of the portfolio, ranked #35.

Searle & Co first reported a position in SPY in Q4 2014 and has held it in 45 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Searle & Co held 4,976 shares of State Street SPDR S&P 500 ETF Trust worth $3.72M as of Q2 2026.
  • Searle & Co bought 526 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $381K.
  • State Street SPDR S&P 500 ETF Trust made up 0.83% of Searle & Co's portfolio in Q2 2026, its #35 holding.
  • Searle & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 45 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.