UF
SPY icon

UCLA Foundation’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

UCLA Foundation’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
2025
Q2 		– Sell
-167,361
Closed -$93.6M – 1
2025
Q1 		$93.6M Sell
167,361
-48,601
-23% -$28.6M 100% 1
2024
Q4 		$127M Buy
+215,962
New +$127M 100% 1

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UCLA Foundation's SPY Position: Q2 2025 in Review

UCLA Foundation sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025, closing a stake of 167,361 shares — an estimated $93.6M sold.

UCLA Foundation first reported a position in SPY in Q4 2024 and held it in 2 quarters. The position peaked at $127M in Q4 2024. 4,235 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

  • UCLA Foundation reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2025 after selling out during the quarter.
  • UCLA Foundation sold 167,361 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $93.6M.
  • UCLA Foundation first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and held it in 2 quarters.
  • UCLA Foundation's State Street SPDR S&P 500 ETF Trust position peaked at $127M in Q4 2024.
  • 4,235 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on UCLA Foundation's 13F filing for Q2 2025.