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

Studio 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
2025 Q2	–	Sell	-121	Closed	-$67.9K	–	290
2025 Q1	$67.9K	Hold	121	–	–	0.01%	196
2024 Q4	$71.2K	Hold	121	–	–	0.02%	185
2024 Q3	$69.6K	Hold	121	–	–	0.01%	185
2024 Q2	$66.3K	Hold	121	–	–	0.02%	177
2024 Q1	$63.5K	Hold	121	–	–	0.02%	176
2023 Q4	$57.5K	Hold	121	–	–	0.01%	168
2023 Q3	$51.9K	Hold	121	–	–	0.01%	168
2023 Q2	$53.8K	Hold	121	–	–	0.02%	163
2023 Q1	$49.7K	Hold	121	–	–	0.02%	153
2022 Q4	$46.3K	Hold	121	–	–	0.02%	135
2022 Q3	$43.2K	Hold	121	–	–	0.02%	139
2022 Q2	$46K	Buy	+121	New	+$49.6K	0.02%	143

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Studio Investment Management's SPY Position: Q2 2025 in Review

Studio Investment Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025, closing a stake of 121 shares — an estimated $67.9K sold.

Studio Investment Management first reported a position in SPY in Q2 2022 and held it in 12 quarters. The position peaked at $71.2K in Q4 2024. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Studio Investment Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2025 after selling out during the quarter.
Studio Investment Management sold 121 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $67.9K.
Studio Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and held it in 12 quarters.
Studio Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $71.2K in Q4 2024.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.