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

Suncoast Equity 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 Q1	$2.39M	Sell	3,676 -1,773	-33%	-$1.21M	0.29%	36
2025 Q4	$3.72M	Buy	5,449 +1,309	+32%	+$885K	0.38%	31
2025 Q3	$2.76M	Buy	4,140 +481	+13%	+$308K	0.28%	34
2025 Q2	$2.26M	Buy	3,659 +371	+11%	+$212K	0.23%	34
2025 Q1	$1.84M	Sell	3,288 -1,262	-28%	-$742K	0.21%	38
2024 Q4	$2.67M	Buy	4,550 +1,666	+58%	+$982K	0.3%	28
2024 Q3	$1.65M	Buy	2,884 +118	+4%	+$65.2K	0.19%	35
2024 Q2	$1.51M	Buy	2,766 +127	+5%	+$66.5K	0.17%	35
2024 Q1	$1.38M	Sell	2,639 -519	-16%	-$258K	0.16%	36
2023 Q4	$1.5M	Buy	3,158 +302	+11%	+$135K	0.2%	34
2023 Q3	$1.22M	Buy	2,856 +638	+29%	+$284K	0.18%	33
2023 Q2	$983K	Buy	2,218 +667	+43%	+$280K	0.15%	36
2023 Q1	$635K	Buy	1,551 +539	+53%	+$215K	0.11%	39
2022 Q4	$387K	Buy	+1,012	New	+$389K	0.07%	50
2022 Q1	–	Sell	-977	Closed	-$464K	–	62
2021 Q4	$464K	Buy	977 +444	+83%	+$204K	0.06%	34
2021 Q3	$229K	Buy	+533	New	+$235K	0.03%	47
2021 Q1	–	Sell	-578	Closed	-$216K	–	47
2020 Q4	$216K	Buy	+578	New	+$205K	0.03%	45
2020 Q1	–	Sell	-662	Closed	-$213K	–	54
2019 Q4	$213K	Buy	+662	New	+$204K	0.04%	52
2019 Q1	–	Sell	-2,915	Closed	-$729K	–	46
2018 Q4	$729K	Buy	+2,915	New	+$786K	0.19%	22
2017 Q1	–	Sell	-6,110	Closed	-$1.37M	–	34
2016 Q4	$1.37M	Buy	+6,110	New	+$1.33M	0.44%	22

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

Suncoast Equity Management's SPY Position: Q1 2026 in Review

Suncoast Equity Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 33% in Q1 2026, selling an estimated $1.21M and leaving 3,676 shares worth $2.39M. The position accounts for 0.29% of the portfolio, ranked #36.

Suncoast Equity Management first reported a position in SPY in Q4 2016 and has held it in 20 quarters since. The position peaked at $3.72M in Q4 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Suncoast Equity Management held 3,676 shares of State Street SPDR S&P 500 ETF Trust worth $2.39M as of Q1 2026.
Suncoast Equity Management sold 1,773 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.21M.
State Street SPDR S&P 500 ETF Trust made up 0.29% of Suncoast Equity Management's portfolio in Q1 2026, its #36 holding.
Suncoast Equity Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 20 quarters since.
Suncoast Equity Management's State Street SPDR S&P 500 ETF Trust position peaked at $3.72M in Q4 2025.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.