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
2025
Q2
Sell
-345
Closed -$193K 23
2025
Q1
$193K Buy
+345
New +$203K 0.25% 15

Other funds holding SPY

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.