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 Q2	$4.85M	Buy	6,500 +3,500	+117%	+$2.54M	0.18%	49
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Senator Investment Group's SPY Position: Q2 2026 in Review

Senator Investment Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 117% in Q2 2026, buying an estimated $2.54M and bringing the position to 6,500 shares worth $4.85M. The position accounts for 0.18% of the portfolio, ranked #49.

Senator Investment Group first reported a position in SPY in Q4 2018 and has held it in 15 quarters since. The position peaked at $224M in Q4 2022. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Senator Investment Group held 6,500 shares of State Street SPDR S&P 500 ETF Trust worth $4.85M as of Q2 2026.
Senator Investment Group bought 3,500 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.54M.
State Street SPDR S&P 500 ETF Trust made up 0.18% of Senator Investment Group's portfolio in Q2 2026, its #49 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 15 quarters since.
Senator Investment Group's State Street SPDR S&P 500 ETF Trust position peaked at $224M in Q4 2022.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Senator Investment Group's 13F filing for Q2 2026, filed 12 Aug 2026.