Welch Capital Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Welch Capital Partners’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
2014 Q4	–	Sell	-89,400	Closed	-$17.6M	–	38
2014 Q3	$17.6M	Buy	+89,400	New	+$17.7M	5.79%	2
2013 Q4	–	Sell	-49,400	Closed	-$8.68M	–	39
2013 Q3	$8.68M	Buy	+49,400	New	+$8.28M	2.97%	20

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

Welch Capital Partners's SPY Position: Q2 2026 in Review

Welch Capital Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0% in Q2 2026, selling an estimated $2.9K and leaving 207,396 shares worth $155M. The position accounts for 30.35% of the portfolio, ranked #2.

Welch Capital Partners first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. The position peaked at $178M in Q4 2019. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Welch Capital Partners held 207,396 shares of State Street SPDR S&P 500 ETF Trust worth $155M as of Q2 2026.
Welch Capital Partners sold 4 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.9K.
State Street SPDR S&P 500 ETF Trust made up 30.35% of Welch Capital Partners's portfolio in Q2 2026, its #2 holding.
Welch Capital Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
Welch Capital Partners's State Street SPDR S&P 500 ETF Trust position peaked at $178M in Q4 2019.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Welch Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.