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

Sumitomo Mitsui Trust 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	–	Sell	-56,000	Closed	-$38.2M	–	1093
2025 Q4	$38.2M	Sell	56,000 -50,000	-47%	-$33.8M	0.02%	541
2025 Q3	$70.6M	Buy	+106,000	New	+$67.9M	0.04%	371
2025 Q2	–	Sell	-126,000	Closed	-$70.5M	–	1067
2025 Q1	$70.5M	Hold	126,000	–	–	0.05%	351
2024 Q4	$73.8M	Hold	126,000	–	–	0.05%	351
2024 Q3	$72.3M	Hold	126,000	–	–	0.05%	366
2024 Q2	$68.6M	Buy	+126,000	New	+$65.9M	0.05%	354
2022 Q1	–	Sell	-213,408	Closed	-$101M	–	1235
2021 Q4	$101M	Hold	213,408	–	–	0.06%	335
2021 Q3	$91.6M	Hold	213,408	–	–	0.06%	358
2021 Q2	$91.4M	Buy	+213,408	New	+$89.1M	0.05%	376
2019 Q4	–	Sell	-86,963	Closed	-$25.8M	–	1123
2019 Q3	$25.8M	Hold	86,963	–	–	0.02%	613
2019 Q2	$25.5M	Buy	86,963 +54,413	+167%	+$15.7M	0.02%	615
2019 Q1	$9.2M	Buy	+32,550	New	+$8.84M	0.01%	694
2016 Q2	–	Sell	-11,411	Closed	-$2.35M	–	874
2016 Q1	$2.35M	Sell	11,411 -25,237	-69%	-$4.92M	﹤0.01%	713
2015 Q4	$7.55M	Buy	36,648 +310	+0.9%	+$63.7K	0.01%	642
2015 Q3	$6.96M	Sell	36,338 -3,267	-8%	-$663K	0.01%	643
2015 Q2	$8.15M	Buy	39,605 +2,436	+7%	+$512K	0.01%	659
2015 Q1	$7.67M	Buy	37,169 +25,939	+231%	+$5.35M	0.01%	648
2014 Q4	$2.33M	Buy	11,230 +5,830	+108%	+$1.17M	﹤0.01%	710
2014 Q3	$1.06M	Buy	+5,400	New	+$1.07M	﹤0.01%	758

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

Sumitomo Mitsui Trust Group's SPY Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 56,000 shares — an estimated $38.2M sold.

Sumitomo Mitsui Trust Group first reported a position in SPY in Q3 2014 and held it in 19 quarters. The position peaked at $101M in Q4 2021. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Sumitomo Mitsui Trust Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 56,000 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $38.2M.
Sumitomo Mitsui Trust Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2014 and held it in 19 quarters.
Sumitomo Mitsui Trust Group's State Street SPDR S&P 500 ETF Trust position peaked at $101M in Q4 2021.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.