Senator Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Senator Investment Group’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	$1.95M	Hold	3,000	–	–	0.09%	61
2025 Q4	$2.05M	Sell	3,000 -111,000	-97%	-$75M	0.08%	55
2025 Q3	$75.9M	Buy	114,000 +10,000	+10%	+$6.41M	2.81%	11
2025 Q2	$64.3M	Buy	+104,000	New	+$59.5M	2.48%	16
2023 Q1	–	Sell	-586,000	Closed	-$224M	–	59
2022 Q4	$224M	Buy	586,000 +476,000	+433%	+$183M	20.16%	1
2022 Q3	$39.3M	Buy	110,000 +100,000	+1,000%	+$39.7M	3.57%	10
2022 Q2	$3.77M	Buy	+10,000	New	+$4.1M	0.27%	46
2022 Q1	–	Sell	-470,000	Closed	-$223M	–	98
2021 Q4	$223M	Buy	+470,000	New	+$216M	4.32%	3
2020 Q2	–	Sell	-225,000	Closed	-$58M	–	58
2020 Q1	$58M	Buy	225,000 +83,000	+58%	+$25.3M	2.1%	22
2019 Q4	$45.7M	Sell	142,000 -221,000	-61%	-$68.1M	1.25%	30
2019 Q3	$108M	Hold	363,000	–	–	2.7%	17
2019 Q2	$106M	Hold	363,000	–	–	1.95%	26
2019 Q1	$103M	Sell	363,000 -337,000	-48%	-$91.6M	2.31%	19
2018 Q4	$175M	Buy	+700,000	New	+$189M	4.88%	10

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

Senator Investment Group's SPY Position: Q1 2026 in Review

Senator Investment Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 3,000 shares worth $1.95M. The position accounts for 0.09% of the portfolio, ranked #61.

Senator Investment Group first reported a position in SPY in Q4 2018 and has held it in 14 quarters since. The position peaked at $224M in Q4 2022. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Senator Investment Group held 3,000 shares of State Street SPDR S&P 500 ETF Trust worth $1.95M as of Q1 2026.
Senator Investment Group 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 0.09% of Senator Investment Group's portfolio in Q1 2026, its #61 holding.
Senator Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 14 quarters since.
Senator Investment Group's State Street SPDR S&P 500 ETF Trust position peaked at $224M in Q4 2022.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Senator Investment Group's 13F filing for Q1 2026, filed 13 May 2026.