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

Wellington Capital 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
2025 Q2	$641K	Buy	+1,037	New	+$593K	0.96%	19

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Capital Management's SPY Position: Q2 2025 in Review

Wellington Capital Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025: 1,037 shares worth $641K. The stake represents 0.96% of the portfolio and ranks #19 among its holdings.

4,227 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Wellington Capital Management held 1,037 shares of State Street SPDR S&P 500 ETF Trust worth $641K as of Q2 2025.
State Street SPDR S&P 500 ETF Trust was a new Wellington Capital Management position in Q2 2025.
State Street SPDR S&P 500 ETF Trust made up 0.96% of Wellington Capital Management's portfolio in Q2 2025, its #19 holding.
4,227 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.