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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$45.2M Buy
60,466
+80
+0.1% +$58K 40.31% 1
2026
Q1
$39.3M Buy
60,386
+20,927
+53% +$14.2M 40.12% 1
2025
Q4
$26.9M Buy
39,459
+8
+0% +$5.41K 27.33% 1
2025
Q3
$26.3M Sell
39,451
-1,349
-3% -$865K 26.4% 1
2025
Q2
$25.2M Buy
40,800
+600
+1% +$343K 26.74% 1
2025
Q1
$22.5M Sell
40,200
-163,116
-80% -$95.9M 28.63% 1
2024
Q4
$119M Sell
203,316
-25,963
-11% -$15.3M 31.93% 1
2024
Q3
$132M Buy
229,279
+31
+0% +$17.1K 74.73% 1
2024
Q2
$125M Buy
229,248
+30
+0% +$15.7K 72.58% 1
2024
Q1
$120M Buy
229,218
+37
+0% +$18.4K 67.51% 1
2023
Q4
$109M Buy
229,181
+67,436
+42% +$30M 42.8% 1
2023
Q3
$69.1M Buy
161,745
+184
+0.1% +$81.8K 89.86% 1
2023
Q2
$71.6M Buy
161,561
+698
+0.4% +$293K 88.16% 1
2023
Q1
$65.9M Sell
160,863
-8,503
-5% -$3.39M 83.42% 1
2022
Q4
$64.8M Buy
+169,366
New +$65.1M 41.62% 1

Other funds holding SPY

Whitford Management's SPY Position: Q2 2026 in Review

Whitford Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.13% in Q2 2026, buying an estimated $58K and bringing the position to 60,466 shares worth $45.2M. The position accounts for 40.31% of the portfolio, ranked #1.

Whitford Management first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $132M in Q3 2024. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Whitford Management held 60,466 shares of State Street SPDR S&P 500 ETF Trust worth $45.2M as of Q2 2026.
  • Whitford Management bought 80 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $58K.
  • State Street SPDR S&P 500 ETF Trust made up 40.31% of Whitford Management's portfolio in Q2 2026, its #1 holding.
  • Whitford Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
  • Whitford Management's State Street SPDR S&P 500 ETF Trust position peaked at $132M in Q3 2024.
  • 4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Whitford Management's 13F filing for Q2 2026, filed 14 Aug 2026.