Templeton & Phillips Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Templeton & Phillips Capital 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	$419K	Hold	645	–	–	0.34%	29
2025 Q4	$440K	Hold	645	–	–	0.29%	25
2025 Q3	$430K	Hold	645	–	–	0.31%	25
2025 Q2	$399K	Hold	645	–	–	0.29%	25
2025 Q1	$361K	Hold	645	–	–	0.26%	27
2024 Q4	$378K	Hold	645	–	–	0.3%	29
2024 Q3	$370K	Hold	645	–	–	0.29%	30
2024 Q2	$351K	Buy	+645	New	+$338K	0.31%	28

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

Templeton & Phillips Capital Management's SPY Position: Q1 2026 in Review

Templeton & Phillips Capital Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 645 shares worth $419K. The position accounts for 0.34% of the portfolio, ranked #29.

Templeton & Phillips Capital Management first reported a position in SPY in Q2 2024 and has held it in 8 quarters since. The position peaked at $440K in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Templeton & Phillips Capital Management held 645 shares of State Street SPDR S&P 500 ETF Trust worth $419K as of Q1 2026.
Templeton & Phillips Capital Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.34% of Templeton & Phillips Capital Management's portfolio in Q1 2026, its #29 holding.
Templeton & Phillips Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 8 quarters since.
Templeton & Phillips Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $440K in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Templeton & Phillips Capital Management's 13F filing for Q1 2026, filed 6 May 2026.