Stone House Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Stone House Investment 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 Q1	$251K	Sell	385 -31	-7%	-$21.1K	0.04%	62
2025 Q4	$284K	Sell	416 -88,038	-100%	-$59.5M	0.04%	60
2025 Q3	$58.9M	Buy	88,454 +1,091	+1%	+$699K	9.93%	1
2025 Q2	$54M	Sell	87,363 -5,144	-6%	-$2.94M	9.92%	1
2025 Q1	$51.7M	Buy	92,507 +23,858	+35%	+$14M	10.49%	2
2024 Q4	$40.2M	Sell	68,649 -11,922	-15%	-$7.02M	10.22%	2
2024 Q3	$46.2M	Buy	80,571 +79,978	+13,487%	+$44.2M	9.55%	3
2024 Q2	$323K	Sell	593 -88,928	-99%	-$46.5M	0.08%	40
2024 Q1	$46.8M	Buy	89,521 +16,270	+22%	+$8.1M	11.01%	2
2023 Q4	$34.8M	Sell	73,251 -3,717	-5%	-$1.66M	12.01%	2
2023 Q3	$32.9M	Buy	76,968 +76,938	+256,460%	+$34.2M	11.45%	2
2023 Q2	$13.3K	Sell	30 -85,125	-100%	-$35.7M	﹤0.01%	141
2023 Q1	$34.9M	Buy	85,155 +653	+0.8%	+$261K	11.79%	3
2022 Q4	$32.3M	Buy	+84,502	New	+$32.5M	11.52%	3
2022 Q2	–	Sell	-105,526	Closed	-$47.7M	–	50
2022 Q1	$47.7M	Buy	105,526 +10,040	+11%	+$4.47M	16.23%	2
2021 Q4	$45.4M	Buy	95,486 +832	+0.9%	+$382K	15.52%	1
2021 Q3	$40.5M	Hold	94,654	–	–	15.8%	1
2021 Q2	$40.5M	Buy	+94,654	New	+$39.5M	15.8%	1
2020 Q4	–	Sell	-67,691	Closed	-$22.7M	–	41
2020 Q3	$22.7M	Buy	+67,691	New	+$22.4M	9.16%	3

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

Stone House Investment Management's SPY Position: Q1 2026 in Review

Stone House Investment Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.5% in Q1 2026, selling an estimated $21.1K and leaving 385 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #62.

Stone House Investment Management first reported a position in SPY in Q3 2020 and has held it in 19 quarters since. The position peaked at $58.9M in Q3 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Stone House Investment Management held 385 shares of State Street SPDR S&P 500 ETF Trust worth $251K as of Q1 2026.
Stone House Investment Management sold 31 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $21.1K.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Stone House Investment Management's portfolio in Q1 2026, its #62 holding.
Stone House Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 19 quarters since.
Stone House Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $58.9M in Q3 2025.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.