South Shore Capital Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

South Shore Capital Advisors’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	$11.4M	Sell	17,562 -23	-0.1%	-$15.6K	8.35%	1
2025 Q4	$12M	Buy	+17,585	New	+$11.9M	8.76%	1
2022 Q3	$1.18M	Buy	3,309 +21	+0.6%	+$8.34K	2.75%	7
2022 Q2	$1.24M	Sell	3,288 -677	-17%	-$277K	2.59%	6
2022 Q1	$1.79M	Sell	3,965 -400	-9%	-$178K	2.92%	6
2021 Q4	$2.07M	Buy	4,365 +844	+24%	+$387K	3.38%	4
2021 Q3	$1.51M	Sell	3,521 -1,667	-32%	-$735K	2.74%	5
2021 Q2	$2.22M	Buy	5,188 +2,252	+77%	+$940K	3.93%	4
2021 Q1	$1.16M	Sell	2,936 -1,892	-39%	-$730K	1.16%	19
2020 Q4	$1.8M	Buy	+4,828	New	+$1.71M	1.79%	10

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

South Shore Capital Advisors's SPY Position: Q1 2026 in Review

South Shore Capital Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.13% in Q1 2026, selling an estimated $15.6K and leaving 17,562 shares worth $11.4M. The position accounts for 8.35% of the portfolio, ranked #1.

South Shore Capital Advisors first reported a position in SPY in Q4 2020 and has held it in 10 quarters since. The position peaked at $12M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

South Shore Capital Advisors held 17,562 shares of State Street SPDR S&P 500 ETF Trust worth $11.4M as of Q1 2026.
South Shore Capital Advisors sold 23 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $15.6K.
State Street SPDR S&P 500 ETF Trust made up 8.35% of South Shore Capital Advisors's portfolio in Q1 2026, its #1 holding.
South Shore Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 10 quarters since.
South Shore Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $12M 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 South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.