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 Q2	$86.8M	Buy	+116,185	New	+$84.2M	0.05%	327
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SPY Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 116,185 shares worth $86.8M. The stake represents 0.05% of the portfolio and ranks #327 among its holdings. This is a return to the name: Sumitomo Mitsui Trust Group previously reported a position in SPY as recently as Q4 2025.

Sumitomo Mitsui Trust Group first reported a position in SPY in Q3 2014 and has held it in 20 quarters since. The position peaked at $101M in Q4 2021. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sumitomo Mitsui Trust Group held 116,185 shares of State Street SPDR S&P 500 ETF Trust worth $86.8M as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Sumitomo Mitsui Trust Group position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #327 holding.
Sumitomo Mitsui Trust Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2014 and has held it in 20 quarters since.
Sumitomo Mitsui Trust Group's State Street SPDR S&P 500 ETF Trust position peaked at $101M in Q4 2021.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.