Tandem Investment Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Tandem Investment Partners’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	$7.53M	Sell	11,573 -313	-3%	-$213K	6.38%	2
2025 Q4	$8.11M	Sell	11,886 -234	-2%	-$158K	6.84%	1
2025 Q3	$8.07M	Sell	12,120 -65	-0.5%	-$41.7K	6.63%	1
2025 Q2	$7.53M	Sell	12,185 -1,445	-11%	-$826K	6.57%	1
2025 Q1	$7.62M	Sell	13,630 -11,369	-45%	-$6.68M	7.53%	1
2024 Q4	$14.7M	Buy	+24,999	New	+$14.7M	14.02%	1

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

Tandem Investment Partners's SPY Position: Q1 2026 in Review

Tandem Investment Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q1 2026, selling an estimated $213K and leaving 11,573 shares worth $7.53M. The position accounts for 6.38% of the portfolio, ranked #2.

Tandem Investment Partners first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.7M in Q4 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Tandem Investment Partners held 11,573 shares of State Street SPDR S&P 500 ETF Trust worth $7.53M as of Q1 2026.
Tandem Investment Partners sold 313 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $213K.
State Street SPDR S&P 500 ETF Trust made up 6.38% of Tandem Investment Partners's portfolio in Q1 2026, its #2 holding.
Tandem Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Tandem Investment Partners's State Street SPDR S&P 500 ETF Trust position peaked at $14.7M in Q4 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Tandem Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.