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

SFE Investment Counsel’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	$488K	Hold	750	–	–	0.08%	107
2025 Q4	$511K	Hold	750	–	–	0.08%	108
2025 Q3	$500K	Hold	750	–	–	0.08%	106
2025 Q2	$463K	Hold	750	–	–	0.08%	105
2025 Q1	$420K	Buy	+750	New	+$441K	0.08%	105

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

SFE Investment Counsel's SPY Position: Q1 2026 in Review

SFE Investment Counsel held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 750 shares worth $488K. The position accounts for 0.08% of the portfolio, ranked #107.

SFE Investment Counsel first reported a position in SPY in Q1 2025 and has held it in 5 quarters since. The position peaked at $511K in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

SFE Investment Counsel held 750 shares of State Street SPDR S&P 500 ETF Trust worth $488K as of Q1 2026.
SFE Investment Counsel 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 0.08% of SFE Investment Counsel's portfolio in Q1 2026, its #107 holding.
SFE Investment Counsel first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 5 quarters since.
SFE Investment Counsel's State Street SPDR S&P 500 ETF Trust position peaked at $511K in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.