Silicon Valley Community Foundation’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Silicon Valley Community Foundation’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
2025 Q2	$1.72B	Sell	2,777,873 -237,517	-8%	-$136M	97.02%	1
2025 Q1	$1.69B	Sell	3,015,390 -119,698	-4%	-$70.4M	97.01%	1
2024 Q4	$1.84B	Sell	3,135,088 -159,001	-5%	-$93.7M	93.62%	1
2024 Q3	$1.89B	Buy	3,294,089 +933,704	+40%	+$516M	79.74%	1
2024 Q2	$1.28B	Sell	2,360,385 -141,128	-6%	-$73.9M	57.73%	1
2024 Q1	$1.31B	Buy	+2,501,513	New	+$1.25B	47.97%	1

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Silicon Valley Community Foundation's SPY Position: Q2 2025 in Review

Silicon Valley Community Foundation reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.9% in Q2 2025, selling an estimated $136M and leaving 2,777,873 shares worth $1.72B. The position accounts for 97.02% of the portfolio, ranked #1.

Silicon Valley Community Foundation first reported a position in SPY in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.89B in Q3 2024. 4,227 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Silicon Valley Community Foundation held 2,777,873 shares of State Street SPDR S&P 500 ETF Trust worth $1.72B as of Q2 2025.
Silicon Valley Community Foundation sold 237,517 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $136M.
State Street SPDR S&P 500 ETF Trust made up 97.02% of Silicon Valley Community Foundation's portfolio in Q2 2025, its #1 holding.
Silicon Valley Community Foundation first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 6 quarters since.
Silicon Valley Community Foundation's State Street SPDR S&P 500 ETF Trust position peaked at $1.89B in Q3 2024.
4,227 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Silicon Valley Community Foundation's 13F filing for Q2 2025, filed 15 Aug 2025.