SignatureFD’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

SignatureFD’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
2023 Q3	–	Sell	-1,800	Closed	-$1.21K	–	3298
2023 Q2	$1.21K	Hold	1,800	–	–	﹤0.01%	2926
2023 Q1	$1.76K	Buy	1,800 +100	+6%	+$39.9K	﹤0.01%	2838
2022 Q4	$3.6K	Sell	1,700 -2,200	-56%	-$846K	﹤0.01%	2598
2022 Q3	$43K	Sell	3,900 -29,000	-88%	-$11.5M	﹤0.01%	1348
2022 Q2	$401K	Sell	32,900 -29,000	-47%	-$11.9M	0.01%	437
2022 Q1	$474K	Buy	61,900 +17,700	+40%	+$7.88M	0.01%	421
2021 Q4	$367K	Sell	44,200 -50,200	-53%	-$23M	0.01%	496
2021 Q3	$123K	Sell	94,400 -400	-0.4%	-$176K	﹤0.01%	878
2021 Q2	$217K	Buy	94,800 +90,000	+1,875%	+$37.6M	0.01%	638
2021 Q1	$3K	Sell	4,800 -10,800	-69%	-$4.16M	﹤0.01%	2383
2020 Q4	$3K	Hold	15,600	–	–	﹤0.01%	2180
2020 Q3	$31K	Sell	15,600 -6,100	-28%	-$2.02M	﹤0.01%	1190
2020 Q2	$148K	Buy	21,700 +15,900	+274%	+$4.65M	0.01%	543
2020 Q1	$102K	Buy	5,800 +1,100	+23%	+$336K	0.01%	632
2019 Q4	$1K	Buy	4,700 +500	+12%	+$154K	﹤0.01%	2107
2019 Q3	$1K	Sell	4,200 -7,800	-65%	-$2.3M	﹤0.01%	2012
2019 Q2	$31K	Buy	12,000 +7,000	+140%	+$2.02M	﹤0.01%	1063
2019 Q1	$1K	Sell	5,000 -6,500	-57%	-$1.77M	﹤0.01%	1901
2018 Q4	$15K	Buy	+11,500	New	+$3.1M	﹤0.01%	1241

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

SignatureFD's SPY Position: Q1 2026 in Review

SignatureFD increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.41% in Q1 2026, buying an estimated $218K and bringing the position to 77,698 shares worth $50.5M. The position accounts for 0.77% of the portfolio, ranked #21.

SignatureFD first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $52.8M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

SignatureFD held 77,698 shares of State Street SPDR S&P 500 ETF Trust worth $50.5M as of Q1 2026.
SignatureFD bought 320 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $218K.
State Street SPDR S&P 500 ETF Trust made up 0.77% of SignatureFD's portfolio in Q1 2026, its #21 holding.
SignatureFD first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
SignatureFD's State Street SPDR S&P 500 ETF Trust position peaked at $52.8M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.