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

Sebold Capital 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
2025 Q2	$1.37M	Buy	2,217 +17	+0.8%	+$9.72K	0.84%	25
2025 Q1	$1.23M	Buy	2,200 +4	+0.2%	+$2.35K	0.81%	27
2024 Q4	$1.29M	Sell	2,196 -5	-0.2%	-$2.95K	0.86%	26
2024 Q3	$1.26M	Sell	2,201 -6	-0.3%	-$3.32K	0.83%	25
2024 Q2	$1.2M	Sell	2,207 -10	-0.5%	-$5.23K	0.83%	25
2024 Q1	$1.16M	Sell	2,217 -25	-1%	-$12.4K	0.78%	26
2023 Q4	$1.07M	Sell	2,242 -958	-30%	-$427K	0.79%	25
2023 Q3	$1.37M	Sell	3,200 -711	-18%	-$316K	1.12%	25
2023 Q2	$1.73M	Buy	3,911 +92	+2%	+$38.6K	1.38%	20
2023 Q1	$1.56M	Hold	3,819	–	–	1.23%	22
2022 Q4	$1.46M	Buy	+3,819	New	+$1.47M	1.2%	23

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sebold Capital Management's SPY Position: Q2 2025 in Review

Sebold Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.77% in Q2 2025, buying an estimated $9.72K and bringing the position to 2,217 shares worth $1.37M. The position accounts for 0.84% of the portfolio, ranked #25.

Sebold Capital Management first reported a position in SPY in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.73M in Q2 2023. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Sebold Capital Management held 2,217 shares of State Street SPDR S&P 500 ETF Trust worth $1.37M as of Q2 2025.
Sebold Capital Management bought 17 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $9.72K.
State Street SPDR S&P 500 ETF Trust made up 0.84% of Sebold Capital Management's portfolio in Q2 2025, its #25 holding.
Sebold Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.73M in Q2 2023.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.