Vanguard Personalized Indexing Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Vanguard Personalized Indexing Management’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	$5.06M	Sell	7,775 -2,729	-26%	-$1.86M	0.05%	312
2025 Q4	$7.16M	Sell	10,504 -1,234	-11%	-$834K	0.07%	230
2025 Q3	$7.84M	Buy	11,738 +3,257	+38%	+$2.09M	0.08%	206
2025 Q2	$5.26M	Sell	8,481 -283	-3%	-$162K	0.06%	278
2025 Q1	$4.9M	Buy	8,764 +634	+8%	+$373K	0.07%	245
2024 Q4	$4.77M	Buy	8,130 +299	+4%	+$176K	0.07%	226
2024 Q3	$4.49M	Buy	7,831 +377	+5%	+$208K	0.07%	247
2024 Q2	$4.06M	Buy	7,454 +159	+2%	+$83.2K	0.08%	224
2024 Q1	$3.82M	Buy	7,295 +493	+7%	+$245K	0.08%	220
2023 Q4	$3.23M	Buy	6,802 +1,914	+39%	+$853K	0.08%	221
2023 Q3	$2.09M	Buy	4,888 +2,486	+103%	+$1.11M	0.06%	304
2023 Q2	$1.06M	Sell	2,402 -3,760	-61%	-$1.58M	0.03%	542
2023 Q1	$2.52M	Buy	6,162 +3,580	+139%	+$1.43M	0.09%	232
2022 Q4	$987K	Sell	2,582 -203	-7%	-$78K	0.04%	504
2022 Q3	$995K	Sell	2,785 -56	-2%	-$22.2K	0.05%	480
2022 Q2	$1.07M	Buy	2,841 +594	+26%	+$243K	0.05%	432
2022 Q1	$1.01M	Sell	2,247 -1,440	-39%	-$641K	0.05%	444
2021 Q4	$1.75M	Buy	3,687 +1,979	+116%	+$909K	0.1%	197
2021 Q3	$733K	Sell	1,708 -13	-0.8%	-$5.73K	0.07%	332
2021 Q2	$737K	Buy	1,721 +254	+17%	+$106K	0.08%	324
2021 Q1	$581K	Sell	1,467 -676	-32%	-$261K	0.09%	275
2020 Q4	$801K	Buy	+2,143	New	+$760K	0.17%	129

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

Vanguard Personalized Indexing Management's SPY Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 26% in Q1 2026, selling an estimated $1.86M and leaving 7,775 shares worth $5.06M. The position accounts for 0.05% of the portfolio, ranked #312.

Vanguard Personalized Indexing Management first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.84M in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Vanguard Personalized Indexing Management held 7,775 shares of State Street SPDR S&P 500 ETF Trust worth $5.06M as of Q1 2026.
Vanguard Personalized Indexing Management sold 2,729 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.86M.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #312 holding.
Vanguard Personalized Indexing Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Vanguard Personalized Indexing Management's State Street SPDR S&P 500 ETF Trust position peaked at $7.84M in Q3 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.