Southern Farm Bureau Life Insurance’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Southern Farm Bureau Life Insurance’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	$121M	Hold	161,923	–	–	11.57%	3
2026 Q1	$105M	Hold	161,923	–	–	11.12%	4
2025 Q4	$110M	Hold	161,923	–	–	11.4%	4
2025 Q3	$108M	Hold	161,923	–	–	12.72%	3
2025 Q2	$100M	Sell	161,923 -9,710	-6%	-$5.55M	12.8%	3
2025 Q1	$95.9M	Sell	171,633 -35,135	-17%	-$20.7M	14.08%	2
2024 Q4	$121M	Hold	206,768	–	–	17.21%	1
2024 Q3	$119M	Hold	206,768	–	–	18.65%	1
2024 Q2	$112M	Hold	206,768	–	–	18.48%	1
2024 Q1	$108M	Sell	206,768 -29,647	-13%	-$14.8M	17.91%	1
2023 Q4	$112M	Sell	236,415 -44,010	-16%	-$19.6M	19.43%	1
2023 Q3	$120M	Sell	280,425 -56,067	-17%	-$24.9M	21.22%	1
2023 Q2	$149M	Hold	336,492	–	–	23.99%	1
2023 Q1	$138M	Sell	336,492 -90,604	-21%	-$36.1M	23.24%	1
2022 Q4	$163M	Buy	427,096 +32,049	+8%	+$12.3M	26.21%	1
2022 Q3	$141M	Sell	395,047 -72,570	-16%	-$28.8M	23.31%	1
2022 Q2	$176M	Hold	467,617	–	–	26.07%	1
2022 Q1	$211M	Buy	467,617 +605	+0.1%	+$269K	29.6%	1
2021 Q4	$222M	Buy	467,012 +11,286	+2%	+$5.18M	30.38%	1
2021 Q3	$196M	Sell	455,726 -14,286	-3%	-$6.3M	28.63%	1
2021 Q2	$201M	Buy	470,012 +192,060	+69%	+$80.2M	27.65%	1
2021 Q1	$110M	Buy	277,952 +102,313	+58%	+$39.5M	18.49%	1
2020 Q4	$65.7M	Buy	+175,639	New	+$62.3M	14.22%	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

Southern Farm Bureau Life Insurance's SPY Position: Q2 2026 in Review

Southern Farm Bureau Life Insurance held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 161,923 shares worth $121M. The position accounts for 11.57% of the portfolio, ranked #3.

Southern Farm Bureau Life Insurance first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. The position peaked at $222M in Q4 2021. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Southern Farm Bureau Life Insurance held 161,923 shares of State Street SPDR S&P 500 ETF Trust worth $121M as of Q2 2026.
Southern Farm Bureau Life Insurance 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 11.57% of Southern Farm Bureau Life Insurance's portfolio in Q2 2026, its #3 holding.
Southern Farm Bureau Life Insurance first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
Southern Farm Bureau Life Insurance's State Street SPDR S&P 500 ETF Trust position peaked at $222M in Q4 2021.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Southern Farm Bureau Life Insurance's 13F filing for Q2 2026, filed 29 Jul 2026.