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

VeraBank’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	$3.06M	Sell	4,712 -127	-3%	-$86.3K	0.56%	29
2025 Q4	$3.3M	Sell	4,839 -207	-4%	-$140K	0.6%	26
2025 Q3	$3.36M	Buy	5,046 +607	+14%	+$389K	0.63%	26
2025 Q2	$2.74M	Buy	4,439 +882	+25%	+$504K	0.55%	30
2025 Q1	$1.99M	Sell	3,557 -125	-3%	-$73.5K	0.56%	37
2024 Q4	$2.16M	Hold	3,682	–	–	0.61%	34
2024 Q3	$2.11M	Sell	3,682 -700	-16%	-$387K	0.62%	34
2024 Q2	$2.38M	Sell	4,382 -2,017	-32%	-$1.06M	0.74%	28
2024 Q1	$3.35M	Sell	6,399 -600	-9%	-$299K	1.04%	22
2023 Q4	$3.33M	Sell	6,999 -165	-2%	-$73.5K	1.12%	19
2023 Q3	$3.06M	Sell	7,164 -771	-10%	-$343K	1.18%	19
2023 Q2	$3.52M	Sell	7,935 -8	-0.1%	-$3.36K	1.36%	16
2023 Q1	$3.25M	Sell	7,943 -1,000	-11%	-$399K	1.51%	12
2022 Q4	$3.42M	Buy	8,943 +593	+7%	+$228K	1.71%	11
2022 Q3	$2.98M	Sell	8,350 -235	-3%	-$93.3K	1.88%	10
2022 Q2	$3.24M	Hold	8,585	–	–	1.9%	10
2022 Q1	$3.88M	Hold	8,585	–	–	2%	9
2021 Q4	$4.08M	Hold	8,585	–	–	2.06%	8
2021 Q3	$3.68M	Buy	8,585 +77	+0.9%	+$34K	2.09%	9
2021 Q2	$3.64M	Hold	8,508	–	–	2.17%	7
2021 Q1	$3.37M	Sell	8,508 -198	-2%	-$76.4K	2.19%	7
2020 Q4	$3.25M	Sell	8,706 -125	-1%	-$44.3K	2.29%	7
2020 Q3	$2.96M	Buy	8,831 +1,425	+19%	+$472K	2.27%	8
2020 Q2	$2.28M	Buy	7,406 +3,961	+115%	+$1.16M	1.87%	10
2020 Q1	$888K	Buy	3,445 +490	+17%	+$149K	0.86%	37
2019 Q4	$951K	Sell	2,955 -75	-2%	-$23.1K	0.77%	39
2019 Q3	$899K	Buy	3,030 +200	+7%	+$59.1K	0.81%	39
2019 Q2	$829K	Buy	2,830 +183	+7%	+$52.7K	0.78%	40
2019 Q1	$748K	Sell	2,647 -40	-1%	-$10.9K	0.71%	43
2018 Q4	$672K	Buy	+2,687	New	+$725K	0.72%	42

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

VeraBank's SPY Position: Q1 2026 in Review

VeraBank reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q1 2026, selling an estimated $86.3K and leaving 4,712 shares worth $3.06M. The position accounts for 0.56% of the portfolio, ranked #29.

VeraBank first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.08M in Q4 2021. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

VeraBank held 4,712 shares of State Street SPDR S&P 500 ETF Trust worth $3.06M as of Q1 2026.
VeraBank sold 127 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $86.3K.
State Street SPDR S&P 500 ETF Trust made up 0.56% of VeraBank's portfolio in Q1 2026, its #29 holding.
VeraBank first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
VeraBank's State Street SPDR S&P 500 ETF Trust position peaked at $4.08M in Q4 2021.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on VeraBank's 13F filing for Q1 2026, filed 12 May 2026.