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
2026 Q1	–	Hold	0	–	–	–	145
2025 Q4	–	Hold	0	–	–	–	134
2024 Q4	–	Hold	0	–	-$2.72M	–	327
2024 Q3	–	Hold	0	–	–	–	65
2024 Q2	–	Hold	0	–	–	–	65
2024 Q1	–	Hold	0	–	-$2.14M	–	334
2023 Q4	–	Hold	0	–	–	–	63
2023 Q3	–	Hold	0	–	–	–	63
2019 Q1	–	Sell	-14,800	Closed	-$3.7M	–	317
2018 Q4	$3.7M	Buy	+14,800	New	+$3.99M	0.41%	59
2015 Q1	–	Sell	-10,000	Closed	-$38K	–	267
2014 Q4	$38K	Buy	+10,000	New	+$2.01M	﹤0.01%	258

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

Shufro Rose & Co's SPY Position: Q1 2026 in Review

Shufro Rose & Co reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q1 2026, selling an estimated $10.2K and leaving 1,324 shares worth $861K. The position accounts for 0.06% of the portfolio, ranked #131.

Shufro Rose & Co first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $913K in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Shufro Rose & Co held 1,324 shares of State Street SPDR S&P 500 ETF Trust worth $861K as of Q1 2026.
Shufro Rose & Co sold 15 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $10.2K.
State Street SPDR S&P 500 ETF Trust made up 0.06% of Shufro Rose & Co's portfolio in Q1 2026, its #131 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 52 quarters since.
Shufro Rose & Co's State Street SPDR S&P 500 ETF Trust position peaked at $913K in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.