Sumitomo Mitsui DS Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sumitomo Mitsui DS Asset 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	$733K	Sell	981 -25	-2%	-$18.1K	0.01%	650
2026 Q1	$654K	Sell	1,006 -520	-34%	-$354K	0.01%	653
2025 Q4	$1.04M	Sell	1,526 -1,443	-49%	-$975K	0.01%	612
2025 Q3	$1.98M	Buy	2,969 +928	+45%	+$595K	0.02%	516
2025 Q2	$1.26M	Sell	2,041 -177	-8%	-$101K	0.01%	585
2025 Q1	$1.24M	Sell	2,218 -1,714	-44%	-$1.01M	0.01%	585
2024 Q4	$2.3M	Buy	3,932 +880	+29%	+$518K	0.02%	455
2024 Q3	$1.75M	Sell	3,052 -74	-2%	-$40.9K	0.02%	512
2024 Q2	$1.7M	Sell	3,126 -562	-15%	-$294K	0.02%	485
2024 Q1	$1.93M	Sell	3,688 -89	-2%	-$44.3K	0.02%	454
2023 Q4	$1.8M	Buy	3,777 +249	+7%	+$111K	0.02%	480
2023 Q3	$1.51M	Sell	3,528 -875	-20%	-$389K	0.02%	469
2023 Q2	$1.95M	Sell	4,403 -37	-0.8%	-$15.5K	0.03%	408
2023 Q1	$1.82M	Buy	4,440 +2,501	+129%	+$998K	0.03%	394
2022 Q4	$742K	Sell	1,939 -266	-12%	-$102K	0.02%	578
2022 Q3	$788K	Buy	2,205 +577	+35%	+$229K	0.02%	547
2022 Q2	$614K	Sell	1,628 -1,778	-52%	-$728K	0.01%	595
2022 Q1	$1.54M	Sell	3,406 -2,768	-45%	-$1.23M	0.03%	399
2021 Q4	$2.93M	Sell	6,174 -2,056	-25%	-$944K	0.06%	267
2021 Q3	$3.53M	Buy	8,230 +1,790	+28%	+$790K	0.08%	211
2021 Q2	$2.76M	Sell	6,440 -2,458	-28%	-$1.03M	0.07%	260
2021 Q1	$3.53M	Sell	8,898 -2,611	-23%	-$1.01M	0.09%	201
2020 Q4	$4.3M	Buy	11,509 +555	+5%	+$197K	0.12%	165
2020 Q3	$3.67M	Buy	10,954 +5,144	+89%	+$1.7M	0.12%	161
2020 Q2	$1.79M	Buy	5,810 +2,742	+89%	+$803K	0.06%	249
2020 Q1	$790K	Sell	3,068 -13,781	-82%	-$4.2M	0.03%	390
2019 Q4	$5.42M	Buy	16,849 +4,782	+40%	+$1.47M	0.18%	120
2019 Q3	$3.58M	Buy	12,067 +4,277	+55%	+$1.26M	0.13%	156
2019 Q2	$2.28M	Buy	+7,790	New	+$2.24M	0.09%	221

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's SPY Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q2 2026, selling an estimated $18.1K and leaving 981 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #650.

Sumitomo Mitsui DS Asset Management first reported a position in SPY in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.42M in Q4 2019. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 981 shares of State Street SPDR S&P 500 ETF Trust worth $733K as of Q2 2026.
Sumitomo Mitsui DS Asset Management sold 25 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $18.1K.
State Street SPDR S&P 500 ETF Trust made up 0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #650 holding.
Sumitomo Mitsui DS Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 29 quarters since.
Sumitomo Mitsui DS Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $5.42M in Q4 2019.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.