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

Westmount 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
2026 Q2	$11M	Buy	14,760 +1,385	+10%	+$1M	2.41%	7
2026 Q1	$8.7M	Sell	13,375 -366	-3%	-$249K	2.14%	10
2025 Q4	$9.37M	Sell	13,741 -10	-0.1%	-$6.76K	2.34%	8
2025 Q3	$9.19M	Sell	13,751 -1,043	-7%	-$669K	2.37%	7
2025 Q2	$9.14M	Buy	14,794 +133	+0.9%	+$76K	2.51%	7
2025 Q1	$8.2M	Sell	14,661 -141	-1%	-$82.9K	2.5%	7
2024 Q4	$8.68M	Buy	14,802 +475	+3%	+$280K	2.64%	7
2024 Q3	$8.22M	Sell	14,327 -191	-1%	-$106K	2.47%	8
2024 Q2	$7.92M	Sell	14,518 -949	-6%	-$497K	2.61%	6
2024 Q1	$8.09M	Buy	15,467 +1,972	+15%	+$982K	2.91%	5
2023 Q4	$6.41M	Sell	13,495 -284	-2%	-$127K	2.62%	6
2023 Q3	$5.89M	Buy	13,779 +1,801	+15%	+$801K	2.59%	6
2023 Q2	$5.31M	Buy	11,978 +29	+0.2%	+$12.2K	2.31%	6
2023 Q1	$4.89M	Buy	11,949 +618	+5%	+$247K	2.26%	7
2022 Q4	$4.33M	Buy	+11,331	New	+$4.36M	2.25%	8

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

Westmount Partners's SPY Position: Q2 2026 in Review

Westmount Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q2 2026, buying an estimated $1M and bringing the position to 14,760 shares worth $11M. The position accounts for 2.41% of the portfolio, ranked #7.

Westmount Partners first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Westmount Partners held 14,760 shares of State Street SPDR S&P 500 ETF Trust worth $11M as of Q2 2026.
Westmount Partners bought 1,385 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1M.
State Street SPDR S&P 500 ETF Trust made up 2.41% of Westmount Partners's portfolio in Q2 2026, its #7 holding.
Westmount Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.