Truxt Investmentos’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Truxt Investmentos’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
2023 Q4	–	Sell	-4,137	Closed	-$1.5M	–	23
2023 Q3	$1.5M	Buy	4,137 +932	+29%	+$415K	0.38%	15
2023 Q2	$1.12M	Sell	3,205 -4,965	-61%	-$2.08M	0.28%	13
2023 Q1	$3.47M	Buy	8,170 +4,500	+123%	+$1.8M	1.24%	13
2022 Q4	$5.55M	Sell	3,670 -1,200	-25%	-$461K	1.48%	11
2022 Q3	$116M	Buy	4,870 +4,002	+461%	+$1.59M	22.61%	2
2022 Q2	$478K	Buy	+868	New	+$356K	0.12%	17
2021 Q4	–	Sell	-2,650	Closed	-$2.49M	–	19
2021 Q3	$2.49M	Buy	+2,650	New	+$1.17M	0.35%	16

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

Truxt Investmentos's SPY Position: Q1 2026 in Review

Truxt Investmentos opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 41,764 shares worth $27.2M. The stake represents 17.44% of the portfolio and ranks #1 among its holdings.

4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Truxt Investmentos held 41,764 shares of State Street SPDR S&P 500 ETF Trust worth $27.2M as of Q1 2026.
State Street SPDR S&P 500 ETF Trust was a new Truxt Investmentos position in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 17.44% of Truxt Investmentos's portfolio in Q1 2026, its #1 holding.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Truxt Investmentos's 13F filing for Q1 2026, filed 5 May 2026.