Seven Bridges Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Seven Bridges Advisors’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	$48.9M	Buy	+65,461	New	+$47.5M	23.57%	2
2018 Q3	$7.68M	Hold	26,423	–	–	78.81%	1
2018 Q2	$7.17M	Sell	26,423 -37,253	-59%	-$10.1M	100%	1
2018 Q1	$16.8M	Sell	63,676 -29,145	-31%	-$7.95M	77.36%	1
2017 Q4	$24.8M	Buy	92,821 +9,561	+11%	+$2.49M	20.09%	1
2017 Q3	$20.9M	Buy	83,260 +9,702	+13%	+$2.39M	17.57%	1
2017 Q2	$17.8M	Buy	73,558 +15,931	+28%	+$3.82M	15.89%	1
2017 Q1	$13.6M	Buy	57,627 +17,759	+45%	+$4.13M	12.93%	1
2016 Q4	$8.91M	Sell	39,868 -49,281	-55%	-$10.8M	9.09%	1
2016 Q3	$19.3M	Buy	89,149 +18,524	+26%	+$4M	17.13%	1
2016 Q2	$14.8M	Sell	70,625 -17,017	-19%	-$3.53M	12.71%	1
2016 Q1	$18M	Buy	+87,642	New	+$17.1M	14.24%	1

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

Seven Bridges Advisors's SPY Position: Q2 2026 in Review

Seven Bridges Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 65,461 shares worth $48.9M. The stake represents 23.57% of the portfolio and ranks #2 among its holdings. This is a return to the name: Seven Bridges Advisors previously reported a position in SPY as recently as Q3 2018.

Seven Bridges Advisors first reported a position in SPY in Q1 2016 and has held it in 12 quarters since. 4,654 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Seven Bridges Advisors held 65,461 shares of State Street SPDR S&P 500 ETF Trust worth $48.9M as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Seven Bridges Advisors position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 23.57% of Seven Bridges Advisors's portfolio in Q2 2026, its #2 holding.
Seven Bridges Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2016 and has held it in 12 quarters since.
4,654 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Seven Bridges Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.