SVB Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

SVB Wealth’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
2015 Q4	–	Sell	-5,000	Closed	-$958K	–	562
2015 Q3	$958K	Sell	5,000 -5,500	-52%	-$1.12M	0.04%	304
2015 Q2	$2.16M	Buy	+10,500	New	+$2.21M	0.07%	229
2015 Q1	–	Sell	-6,000	Closed	-$1.23M	–	565
2014 Q4	$1.23M	Buy	+6,000	New	+$1.21M	0.04%	288

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

SVB Wealth's SPY Position: Q2 2026 in Review

SVB Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.4% in Q2 2026, selling an estimated $584K and leaving 32,525 shares worth $24.3M. The position accounts for 1.53% of the portfolio, ranked #16.

SVB Wealth first reported a position in SPY in Q2 2019 and has held it in 28 quarters since. The position peaked at $296M in Q2 2021. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

SVB Wealth held 32,525 shares of State Street SPDR S&P 500 ETF Trust worth $24.3M as of Q2 2026.
SVB Wealth sold 805 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $584K.
State Street SPDR S&P 500 ETF Trust made up 1.53% of SVB Wealth's portfolio in Q2 2026, its #16 holding.
SVB Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 28 quarters since.
SVB Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $296M in Q2 2021.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.