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

StoneX 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
2026 Q1	$15.2M	Sell	23,436 -18,957	-45%	-$12.9M	0.82%	23
2025 Q4	$29M	Buy	42,393 +22,052	+108%	+$14.9M	1.26%	14
2025 Q3	$13.6M	Buy	20,341 +4,560	+29%	+$2.92M	0.59%	28
2025 Q2	$9.78M	Sell	15,781 -1,238	-7%	-$708K	0.48%	31
2025 Q1	$9.54M	Buy	17,019 +59	+0.3%	+$34.7K	0.52%	31
2024 Q4	$9.97M	Buy	+16,960	New	+$9.99M	0.55%	26
2023 Q1	–	Sell	-7,758	Closed	-$2.98M	–	649
2022 Q4	$2.98M	Buy	+7,758	New	+$2.98M	0.43%	35
2022 Q3	–	Sell	-10,276	Closed	-$3.89M	–	495
2022 Q2	$3.89M	Buy	+10,276	New	+$4.21M	0.64%	32
2022 Q1	–	Sell	-20,691	Closed	-$9.85M	–	635
2021 Q4	$9.85M	Buy	20,691 +6,724	+48%	+$3.09M	1.13%	17
2021 Q3	$6.01M	Buy	13,967 +1,708	+14%	+$753K	0.86%	23
2021 Q2	$5.26M	Buy	12,259 +629	+5%	+$263K	0.78%	25
2021 Q1	$4.62M	Buy	11,630 +1,083	+10%	+$418K	0.83%	23
2020 Q4	$3.95M	Buy	10,547 +3,883	+58%	+$1.38M	0.87%	22
2020 Q3	$2.24M	Buy	6,664 +563	+9%	+$187K	0.72%	26
2020 Q2	$1.89M	Buy	6,101 +280	+5%	+$82K	0.72%	26
2020 Q1	$1.51M	Sell	5,821 -791	-12%	-$241K	0.8%	25
2019 Q4	$2.14M	Buy	6,612 +1,400	+27%	+$431K	0.87%	24
2019 Q3	$1.55M	Sell	5,212 -737	-12%	-$218K	0.97%	15
2019 Q2	$1.75M	Buy	5,949 +2,027	+52%	+$584K	1.13%	9
2019 Q1	$1.11M	Buy	3,922 +273	+7%	+$74.2K	0.85%	28
2018 Q4	$918K	Buy	3,649 +199	+6%	+$53.7K	0.89%	25
2018 Q3	$1M	Buy	3,450 +121	+4%	+$34.5K	0.74%	33
2018 Q2	$903K	Sell	3,329 -41	-1%	-$11.1K	0.78%	30
2018 Q1	$887K	Buy	3,370 +506	+18%	+$138K	0.85%	27
2017 Q4	$764K	Sell	2,864 -208	-7%	-$54.1K	0.8%	30
2017 Q3	$772K	Sell	3,072 -35	-1%	-$8.63K	0.96%	26
2017 Q2	$751K	Buy	+3,107	New	+$745K	0.23%	153

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

StoneX Group's SPY Position: Q1 2026 in Review

StoneX Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 45% in Q1 2026, selling an estimated $12.9M and leaving 23,436 shares worth $15.2M. The position accounts for 0.82% of the portfolio, ranked #23.

StoneX Group first reported a position in SPY in Q2 2017 and has held it in 27 quarters since. The position peaked at $29M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

StoneX Group held 23,436 shares of State Street SPDR S&P 500 ETF Trust worth $15.2M as of Q1 2026.
StoneX Group sold 18,957 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $12.9M.
State Street SPDR S&P 500 ETF Trust made up 0.82% of StoneX Group's portfolio in Q1 2026, its #23 holding.
StoneX Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2017 and has held it in 27 quarters since.
StoneX Group's State Street SPDR S&P 500 ETF Trust position peaked at $29M 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 StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.