Trustees of Dartmouth College’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Trustees of Dartmouth College’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	$57.7M	Sell	88,666 -245,534	-73%	-$167M	22.92%	1
2025 Q4	$228M	Hold	334,200	–	–	57.94%	1
2025 Q3	$223M	Sell	334,200 -39,000	-10%	-$25M	57.18%	1
2025 Q2	$231M	Sell	373,200 -45,600	-11%	-$26.1M	64.62%	1
2025 Q1	$234M	Hold	418,800	–	–	66.32%	1
2024 Q4	$245M	Sell	418,800 -31,000	-7%	-$18.3M	72.67%	1
2024 Q3	$258M	Sell	449,800 -304,000	-40%	-$168M	65.42%	1
2024 Q2	$410M	Buy	753,800 +292,800	+64%	+$153M	74.77%	1
2024 Q1	$241M	Buy	461,000 +88,000	+24%	+$43.8M	47.8%	1
2023 Q4	$177M	Buy	373,000 +326,000	+694%	+$145M	44.94%	2
2023 Q3	$20.1M	Buy	+47,000	New	+$20.9M	9.09%	2
2014 Q4	$21.4M	Hold	104,206	–	–	33.98%	2
2014 Q3	$20.5M	Hold	104,206	–	–	32.51%	2
2014 Q2	$20.4M	Hold	104,206	–	–	14.59%	3
2014 Q1	$19.5M	Hold	104,206	–	–	14.56%	3
2013 Q4	$19.2M	Buy	+104,206	New	+$18.4M	14.81%	3

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

Trustees of Dartmouth College's SPY Position: Q1 2026 in Review

Trustees of Dartmouth College reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 73% in Q1 2026, selling an estimated $167M and leaving 88,666 shares worth $57.7M. The position accounts for 22.92% of the portfolio, ranked #1.

Trustees of Dartmouth College first reported a position in SPY in Q4 2013 and has held it in 16 quarters since. The position peaked at $410M in Q2 2024. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Trustees of Dartmouth College held 88,666 shares of State Street SPDR S&P 500 ETF Trust worth $57.7M as of Q1 2026.
Trustees of Dartmouth College sold 245,534 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $167M.
State Street SPDR S&P 500 ETF Trust made up 22.92% of Trustees of Dartmouth College's portfolio in Q1 2026, its #1 holding.
Trustees of Dartmouth College first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 16 quarters since.
Trustees of Dartmouth College's State Street SPDR S&P 500 ETF Trust position peaked at $410M in Q2 2024.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Trustees of Dartmouth College's 13F filing for Q1 2026, filed 14 May 2026.