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Stonegate Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Stonegate Investment Group’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
2024
Q1 		– Sell
-10,642
Closed -$3.1M – 376
2023
Q4 		$3.1M Buy
+10,642
New +$4.74M 0.1% 86
2022
Q3 		– Sell
-8,369
Closed -$16M – 337
2022
Q2 		$16M Buy
+8,369
New +$3.43M 0.7% 35

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stonegate Investment Group's SPY Position: Q3 2025 in Review

Stonegate Investment Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.05% in Q3 2025, buying an estimated $1.28K and bringing the position to 3,979 shares worth $2.65M. The position accounts for 0.06% of the portfolio, ranked #117.

Stonegate Investment Group first reported a position in SPY in Q4 2021 and has held it in 16 quarters since. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

  • Stonegate Investment Group held 3,979 shares of State Street SPDR S&P 500 ETF Trust worth $2.65M as of Q3 2025.
  • Stonegate Investment Group bought 2 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $1.28K.
  • State Street SPDR S&P 500 ETF Trust made up 0.06% of Stonegate Investment Group's portfolio in Q3 2025, its #117 holding.
  • Stonegate Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 16 quarters since.
  • 4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.