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

Whitford 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
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	Buy	160,863 +152,158	+1,748%	+$60.7M	83.42%	1
2022 Q4	$3.33M	Buy	+8,705	New	+$3.35M	4.06%	11

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

Whitford Management's SPY Position: Q1 2026 in Review

Whitford Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 53% in Q1 2026, buying an estimated $14.2M and bringing the position to 60,386 shares worth $39.3M. The position accounts for 40.12% of the portfolio, ranked #1.

Whitford Management first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $132M in Q3 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Whitford Management held 60,386 shares of State Street SPDR S&P 500 ETF Trust worth $39.3M as of Q1 2026.
Whitford Management bought 20,927 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $14.2M.
State Street SPDR S&P 500 ETF Trust made up 40.12% of Whitford Management's portfolio in Q1 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 14 quarters since.
Whitford Management's State Street SPDR S&P 500 ETF Trust position peaked at $132M in Q3 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Whitford Management's 13F filing for Q1 2026, filed 15 May 2026.