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 Q2	$6.03M	Buy	8,077 +302	+4%	+$219K	0.05%	314
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 $1.81T 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

Vanguard Personalized Indexing Management's SPY Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.9% in Q2 2026, buying an estimated $219K and bringing the position to 8,077 shares worth $6.03M. The position accounts for 0.05% of the portfolio, ranked #314.

Vanguard Personalized Indexing Management first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.84M in Q3 2025. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Vanguard Personalized Indexing Management held 8,077 shares of State Street SPDR S&P 500 ETF Trust worth $6.03M as of Q2 2026.
Vanguard Personalized Indexing Management bought 302 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $219K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #314 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 23 quarters since.
Vanguard Personalized Indexing Management's State Street SPDR S&P 500 ETF Trust position peaked at $7.84M in Q3 2025.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.