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

Smartleaf 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	$5.88M	Hold	7,941	–	–	0.19%	92
2026 Q1	$5.02M	Sell	7,941 -9,775	-55%	-$6.65M	0.18%	100
2025 Q4	$12.2M	Buy	17,716 +1,713	+11%	+$1.16M	0.46%	37
2025 Q3	$10.6M	Buy	16,003 +13,553	+553%	+$8.69M	0.66%	22
2025 Q2	$1.51M	Buy	2,450 +837	+52%	+$478K	0.13%	177
2025 Q1	$896K	Sell	1,613 -107	-6%	-$62.9K	0.09%	254
2024 Q4	$1.01M	Buy	1,720 +86	+5%	+$50.7K	0.1%	214
2024 Q3	$934K	Sell	1,634 -232	-12%	-$128K	0.11%	202
2024 Q2	$1.02M	Sell	1,866 -129	-6%	-$67.5K	0.17%	146
2024 Q1	$1.04M	Sell	1,995 -1,072	-35%	-$534K	0.2%	120
2023 Q4	$1.33M	Buy	+3,067	New	+$1.37M	0.36%	68

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

Smartleaf Asset Management's SPY Position: Q2 2026 in Review

Smartleaf Asset Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 7,941 shares worth $5.88M. The position accounts for 0.19% of the portfolio, ranked #92.

Smartleaf Asset Management first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.2M in Q4 2025. 4,659 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Smartleaf Asset Management held 7,941 shares of State Street SPDR S&P 500 ETF Trust worth $5.88M as of Q2 2026.
Smartleaf Asset Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.19% of Smartleaf Asset Management's portfolio in Q2 2026, its #92 holding.
Smartleaf Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $12.2M in Q4 2025.
4,659 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.