Shufro Rose & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Shufro Rose & Co’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
2024 Q4	–	Hold	0	–	-$2.18M	–	326
2024 Q3	–	Hold	0	–	–	–	75
2024 Q2	–	Hold	0	–	–	–	75
2024 Q1	–	Hold	0	–	-$1.07M	–	333
2023 Q4	–	Hold	0	–	–	–	108
2023 Q3	–	Hold	0	–	–	–	108
2020 Q1	–	Sell	-5,000	Closed	-$1.61M	–	320
2019 Q4	$1.61M	Buy	+5,000	New	+$1.54M	0.15%	87

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

Shufro Rose & Co's SPY Position: Q2 2026 in Review

Shufro Rose & Co reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.6% in Q2 2026, selling an estimated $5.8K and leaving 1,316 shares worth $983K. The position accounts for 0.06% of the portfolio, ranked #127.

Shufro Rose & Co first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Shufro Rose & Co held 1,316 shares of State Street SPDR S&P 500 ETF Trust worth $983K as of Q2 2026.
Shufro Rose & Co sold 8 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.8K.
State Street SPDR S&P 500 ETF Trust made up 0.06% of Shufro Rose & Co's portfolio in Q2 2026, its #127 holding.
Shufro Rose & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.