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Sulzberger Capital Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sulzberger Capital Advisors’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
-542
Closed -$303K – 53
2025
Q1 		$303K Sell
542
-936
-63% -$550K 0.4% 39
2024
Q4 		$866K Buy
+1,478
New +$871K 0.98% 23

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sulzberger Capital Advisors's SPY Position: Q2 2025 in Review

Sulzberger Capital Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025, closing a stake of 542 shares — an estimated $303K sold.

Sulzberger Capital Advisors first reported a position in SPY in Q4 2024 and held it in 2 quarters. The position peaked at $866K in Q4 2024. 4,227 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

  • Sulzberger Capital Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2025 after selling out during the quarter.
  • Sulzberger Capital Advisors sold 542 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $303K.
  • Sulzberger Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and held it in 2 quarters.
  • Sulzberger Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $866K in Q4 2024.
  • 4,227 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.