Shulman DeMeo Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Shulman DeMeo Asset Management’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	$278M	Sell	372,247 -2,473	-0.7%	-$1.79M	51.96%	1
2026 Q1	$244M	Sell	374,720 -3,875	-1%	-$2.63M	51.75%	1
2025 Q4	$258M	Sell	378,595 -2,626	-0.7%	-$1.77M	58.55%	1
2025 Q3	$254M	Sell	381,221 -799	-0.2%	-$512K	58.39%	1
2025 Q2	$236M	Sell	382,020 -4,660	-1%	-$2.66M	58.44%	1
2025 Q1	$216M	Sell	386,680 -1,155	-0.3%	-$679K	60.74%	1
2024 Q4	$227M	Sell	387,835 -6,943	-2%	-$4.09M	61.33%	1
2024 Q3	$227M	Sell	394,778 -1,238	-0.3%	-$685K	55.59%	1
2024 Q2	$216M	Sell	396,016 -7,296	-2%	-$3.82M	56.28%	1
2024 Q1	$211M	Sell	403,312 -1,967	-0.5%	-$979K	55.88%	1
2023 Q4	$193M	Buy	405,279 +301	+0.1%	+$134K	54.62%	1
2023 Q3	$173M	Sell	404,978 -7,204	-2%	-$3.2M	57.82%	1
2023 Q2	$183M	Sell	412,182 -4,698	-1%	-$1.97M	54.66%	1
2023 Q1	$171M	Sell	416,880 -133	-0%	-$53.1K	53.6%	1
2022 Q4	$159M	Sell	417,013 -1,437	-0.3%	-$552K	53.03%	1
2022 Q3	$149M	Sell	418,450 -589	-0.1%	-$234K	53.06%	1
2022 Q2	$158M	Buy	419,039 +4,689	+1%	+$1.92M	52.26%	1
2022 Q1	$187M	Sell	414,350 -2,964	-0.7%	-$1.32M	51.83%	1
2021 Q4	$198M	Buy	+417,314	New	+$192M	51.65%	1
2021 Q3	–	Sell	-417,460	Closed	-$179M	–	127
2021 Q2	$179M	Sell	417,460 -2,587	-0.6%	-$1.08M	69.37%	1
2021 Q1	$166M	Buy	420,047 +4,090	+1%	+$1.58M	45.38%	1
2020 Q4	$156M	Buy	415,957 +2,502	+0.6%	+$888K	44.36%	1
2020 Q3	$138M	Sell	413,455 -12,498	-3%	-$4.14M	46.26%	1
2020 Q2	$131M	Buy	425,953 +1,230	+0.3%	+$360K	50.81%	1
2020 Q1	$109M	Sell	424,723 -18,758	-4%	-$5.72M	50.95%	1
2019 Q4	$143M	Sell	443,481 -5,867	-1%	-$1.81M	49.51%	1
2019 Q3	$133M	Sell	449,348 -18,056	-4%	-$5.34M	44.71%	1
2019 Q2	$137M	Sell	467,404 -4,010	-0.9%	-$1.15M	50.46%	1
2019 Q1	$133M	Sell	471,414 -632	-0.1%	-$172K	50.69%	1
2018 Q4	$118M	Buy	+472,046	New	+$127M	65.11%	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

Shulman DeMeo Asset Management's SPY Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.66% in Q2 2026, selling an estimated $1.79M and leaving 372,247 shares worth $278M. The position accounts for 51.96% of the portfolio, ranked #1.

Shulman DeMeo Asset Management first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Shulman DeMeo Asset Management held 372,247 shares of State Street SPDR S&P 500 ETF Trust worth $278M as of Q2 2026.
Shulman DeMeo Asset Management sold 2,473 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.79M.
State Street SPDR S&P 500 ETF Trust made up 51.96% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #1 holding.
Shulman DeMeo Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 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 Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.