VanderPol Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

VanderPol Investments’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 Q4	$690K	Hold	2,400	–	–	1.2%	20
2025 Q3	$681K	Buy	+2,400	New	+$1.54M	1.18%	20

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VanderPol Investments's SPY Position: Q4 2025 in Review

VanderPol Investments reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 21% in Q4 2025, selling an estimated $1.15M and leaving 6,500 shares worth $4.43M. The position accounts for 7.7% of the portfolio, ranked #2.

VanderPol Investments first reported a position in SPY in Q2 2024 and has held it in 7 quarters since. The position peaked at $8.43M in Q3 2024. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

VanderPol Investments held 6,500 shares of State Street SPDR S&P 500 ETF Trust worth $4.43M as of Q4 2025.
VanderPol Investments sold 1,700 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $1.15M.
State Street SPDR S&P 500 ETF Trust made up 7.7% of VanderPol Investments's portfolio in Q4 2025, its #2 holding.
VanderPol Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 7 quarters since.
VanderPol Investments's State Street SPDR S&P 500 ETF Trust position peaked at $8.43M in Q3 2024.
4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on VanderPol Investments's 13F filing for Q4 2025, filed 4 Feb 2026.