Whittier Trust’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
Q1 | $289M | Buy |
438,139
+12,956
| +3% | +$8.81M | 3.26% | 6 |
|
|
2025
Q4 | $294M | Buy |
425,183
+6,364
| +2% | +$4.3M | 3.19% | 7 |
|
|
2025
Q3 | $280M | Sell |
418,819
-5,987
| -1% | -$3.84M | 3.19% | 7 |
|
|
2025
Q2 | $262M | Buy |
424,806
+1,512
| +0.4% | +$864K | 3.16% | 7 |
|
|
2025
Q1 | $237M | Sell |
423,294
-10,415
| -2% | -$6.12M | 3.3% | 4 |
|
|
2024
Q4 | $254M | Buy |
433,709
+2,398
| +0.6% | +$1.41M | 3.35% | 5 |
|
|
2024
Q3 | $247M | Sell |
431,311
-5,532
| -1% | -$3.06M | 3.31% | 4 |
|
|
2024
Q2 | $238M | Sell |
436,843
-17,323
| -4% | -$9.07M | 3.37% | 5 |
|
|
2024
Q1 | $238M | Sell |
454,166
-7,601
| -2% | -$3.78M | 3.46% | 4 |
|
|
2023
Q4 | $219M | Sell |
461,767
-8,796
| -2% | -$3.92M | 3.56% | 3 |
|
|
2023
Q3 | $201M | Buy |
470,563
+1,049
| +0.2% | +$467K | 3.57% | 3 |
|
|
2023
Q2 | $208M | Sell |
469,514
-12,821
| -3% | -$5.38M | 3.62% | 3 |
|
|
2023
Q1 | $197M | Sell |
482,335
-15,207
| -3% | -$6.07M | 3.59% | 3 |
|
|
2022
Q4 | $190M | Sell |
497,542
-2,428
| -0.5% | -$933K | 3.7% | 3 |
|
|
2022
Q3 | $179M | Sell |
499,970
-8,667
| -2% | -$3.44M | 3.74% | 3 |
|
|
2022
Q2 | $192M | Sell |
508,637
-9,753
| -2% | -$4M | 3.88% | 3 |
|
|
2022
Q1 | $234M | Sell |
518,390
-22,035
| -4% | -$9.81M | 3.95% | 3 |
|
|
2021
Q4 | $257M | Buy |
540,425
+3,148
| +0.6% | +$1.45M | 4.17% | 3 |
|
|
2021
Q3 | $231M | Sell |
537,277
-7,836
| -1% | -$3.46M | 4.2% | 2 |
|
|
2021
Q2 | $233M | Sell |
545,113
-15,198
| -3% | -$6.34M | 4.16% | 1 |
|
|
2021
Q1 | $222M | Sell |
560,311
-10,746
| -2% | -$4.14M | 4.31% | 1 |
|
|
2020
Q4 | $214M | Buy |
571,057
+550
| +0.1% | +$195K | 4.56% | 2 |
|
|
2020
Q3 | $191M | Sell |
570,507
-15,312
| -3% | -$5.07M | 4.55% | 3 |
|
|
2020
Q2 | $181M | Sell |
585,819
-54,567
| -9% | -$16M | 5.02% | 1 |
|
|
2020
Q1 | $165M | Buy |
640,386
+42,597
| +7% | +$13M | 5.39% | 1 |
|
|
2019
Q4 | $192M | Sell |
597,789
-4,273
| -0.7% | -$1.32M | 5.05% | 1 |
|
|
2019
Q3 | $179M | Sell |
602,062
-25,452
| -4% | -$7.52M | 5.11% | 1 |
|
|
2019
Q2 | $184M | Sell |
627,514
-5,214
| -0.8% | -$1.5M | 5.4% | 1 |
|
|
2019
Q1 | $179M | Sell |
632,728
-4,808
| -0.8% | -$1.31M | 5.46% | 1 |
|
|
2018
Q4 | $159M | Sell |
637,536
-18,245
| -3% | -$4.92M | 5.48% | 1 |
|
|
2018
Q3 | $191M | Sell |
655,781
-35,674
| -5% | -$10.2M | 5.95% | 1 |
|
|
2018
Q2 | $188M | Sell |
691,455
-12,020
| -2% | -$3.25M | 6.2% | 1 |
|
|
2018
Q1 | $185M | Buy |
703,475
+5,429
| +0.8% | +$1.48M | 6.22% | 1 |
|
|
2017
Q4 | $186M | Sell |
698,046
-9,097
| -1% | -$2.37M | 6.5% | 1 |
|
|
2017
Q3 | $178M | Sell |
707,143
-13,767
| -2% | -$3.39M | 6.48% | 1 |
|
|
2017
Q2 | $174M | Buy |
720,910
+3,453
| +0.5% | +$827K | 6.74% | 1 |
|
|
2017
Q1 | $169M | Sell |
717,457
-59,943
| -8% | -$13.9M | 6.82% | 1 |
|
|
2016
Q4 | $174M | Buy |
777,400
+37,530
| +5% | +$8.2M | 7.39% | 1 |
|
|
2016
Q3 | $160M | Sell |
739,870
-27,556
| -4% | -$5.96M | 6.97% | 1 |
|
|
2016
Q2 | $161M | Sell |
767,426
-4,689
| -0.6% | -$973K | 7.08% | 1 |
|
|
2016
Q1 | $159M | Sell |
772,115
-28,108
| -4% | -$5.48M | 7.02% | 1 |
|
|
2015
Q4 | $163M | Buy |
800,223
+50,928
| +7% | +$10.5M | 7.4% | 1 |
|
|
2015
Q3 | $144M | Buy |
749,295
+17,357
| +2% | +$3.52M | 6.98% | 1 |
|
|
2015
Q2 | $151M | Sell |
731,938
-2,830
| -0.4% | -$595K | 6.69% | 1 |
|
|
2015
Q1 | $152M | Buy |
734,768
+1,487
| +0.2% | +$307K | 6.95% | 1 |
|
|
2014
Q4 | $151M | Buy |
733,281
+12,395
| +2% | +$2.49M | 7.16% | 1 |
|
|
2014
Q3 | $142M | Buy |
720,886
+45,943
| +7% | +$9.08M | 6.92% | 1 |
|
|
2014
Q2 | $132M | Buy |
674,943
+32,332
| +5% | +$6.15M | 6.51% | 1 |
|
|
2014
Q1 | $120M | Buy |
642,611
+5,055
| +0.8% | +$928K | 6.16% | 1 |
|
|
2013
Q4 | $118M | Sell |
637,556
-20,367
| -3% | -$3.6M | 6.04% | 1 |
|
|
2013
Q3 | $111M | Sell |
657,923
-698
| -0.1% | -$117K | 5.98% | 1 |
|
|
2013
Q2 | $106M | Buy |
+658,621
| New | +$106M | 5.92% | 1 |
|
Other funds holding SPY
Whittier Trust's SPY Position: Q1 2026 in Review
Whittier Trust increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3% in Q1 2026, buying an estimated $8.81M and bringing the position to 438,139 shares worth $289M. The position accounts for 3.26% of the portfolio, ranked #6.
Whittier Trust first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $294M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Whittier Trust held 438,139 shares of State Street SPDR S&P 500 ETF Trust worth $289M as of Q1 2026.
- Whittier Trust bought 12,956 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $8.81M.
- State Street SPDR S&P 500 ETF Trust made up 3.26% of Whittier Trust's portfolio in Q1 2026, its #6 holding.
- Whittier Trust first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
- Whittier Trust's State Street SPDR S&P 500 ETF Trust position peaked at $294M in Q4 2025.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.