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 Q2	$287K	Sell	384 -1	-0.3%	-$725	0.04%	72
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 $1.81T 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

Stone House Investment Management's SPY Position: Q2 2026 in Review

Stone House Investment Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.26% in Q2 2026, selling an estimated $725 and leaving 384 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #72.

Stone House Investment Management first reported a position in SPY in Q3 2020 and has held it in 20 quarters since. The position peaked at $58.9M in Q3 2025. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Stone House Investment Management held 384 shares of State Street SPDR S&P 500 ETF Trust worth $287K as of Q2 2026.
Stone House Investment Management sold 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Stone House Investment Management's portfolio in Q2 2026, its #72 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 20 quarters since.
Stone House Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $58.9M in Q3 2025.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.