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

VELA Investment 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	–	Sell	-327	Closed	-$223K	–	190
2025 Q4	$223K	Buy	327 +161	+97%	+$109K	0.05%	167
2025 Q3	$111K	Hold	166	–	–	0.03%	167
2025 Q2	$103K	Buy	166 +16	+11%	+$9.15K	0.03%	160
2025 Q1	$83.9K	Hold	150	–	–	0.03%	153
2024 Q4	$87.9K	Buy	150 +30	+25%	+$17.7K	0.02%	163
2024 Q3	$68.9K	Buy	+120	New	+$66.4K	0.02%	159

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

VELA Investment Management's SPY Position: Q1 2026 in Review

VELA Investment Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 327 shares — an estimated $223K sold.

VELA Investment Management first reported a position in SPY in Q3 2024 and held it in 6 quarters. The position peaked at $223K in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

VELA Investment Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
VELA Investment Management sold 327 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $223K.
VELA Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and held it in 6 quarters.
VELA Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $223K in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.