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

Value Investment Professionals’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 Q2	$3.56M	Buy	+4,767	New	+$3.46M	2.99%	10
2026 Q1	–	Sell	-5,291	Closed	-$3.61M	–	87
2025 Q4	$3.61M	Buy	+5,291	New	+$3.58M	3.78%	6

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Value Investment Professionals's SPY Position: Q2 2026 in Review

Value Investment Professionals opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 4,767 shares worth $3.56M. The stake represents 2.99% of the portfolio and ranks #10 among its holdings. This is a return to the name: Value Investment Professionals previously reported a position in SPY as recently as Q4 2025.

Value Investment Professionals first reported a position in SPY in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.61M in Q4 2025. 4,639 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Value Investment Professionals held 4,767 shares of State Street SPDR S&P 500 ETF Trust worth $3.56M as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Value Investment Professionals position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 2.99% of Value Investment Professionals's portfolio in Q2 2026, its #10 holding.
Value Investment Professionals first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 2 quarters since.
Value Investment Professionals's State Street SPDR S&P 500 ETF Trust position peaked at $3.61M in Q4 2025.
4,639 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Value Investment Professionals's 13F filing for Q2 2026, filed 7 Jul 2026.