Woodley Farra Manion Portfolio Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Woodley Farra Manion Portfolio 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	$293K	Buy	+449	New	+$305K	0.01%	98
2025 Q4	–	Sell	-669	Closed	-$447K	–	123
2025 Q3	$447K	Buy	669 +35	+6%	+$22.4K	0.02%	89
2025 Q2	$393K	Sell	634 -284	-31%	-$162K	0.02%	87
2025 Q1	$515K	Buy	918 +82	+10%	+$48.2K	0.03%	78
2024 Q4	$492K	Buy	836 +97	+13%	+$57.1K	0.02%	77
2024 Q3	$425K	Sell	739 -50	-6%	-$27.6K	0.02%	77
2024 Q2	$431K	Buy	789 +1	+0.1%	+$523	0.02%	77
2024 Q1	$414K	Sell	788 -608	-44%	-$303K	0.02%	81
2023 Q4	$666K	Buy	1,396 +553	+66%	+$246K	0.04%	68
2023 Q3	$362K	Sell	843 -9	-1%	-$4K	0.02%	80
2023 Q2	$379K	Sell	852 -19	-2%	-$7.97K	0.02%	79
2023 Q1	$358K	Buy	871 +296	+51%	+$118K	0.02%	77
2022 Q4	$221K	Buy	+575	New	+$221K	0.02%	88
2020 Q3	–	Sell	-391	Closed	-$121K	–	345
2020 Q2	$121K	Sell	391 -102	-21%	-$29.9K	0.01%	98
2020 Q1	$127K	Buy	493 +28	+6%	+$8.54K	0.02%	95
2019 Q4	$150K	Buy	+465	New	+$143K	0.01%	100

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

Woodley Farra Manion Portfolio Management's SPY Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 449 shares worth $293K. The stake represents 0.01% of the portfolio and ranks #98 among its holdings. This is a return to the name: Woodley Farra Manion Portfolio Management previously reported a position in SPY as recently as Q3 2025.

Woodley Farra Manion Portfolio Management first reported a position in SPY in Q4 2019 and has held it in 16 quarters since. The position peaked at $666K in Q4 2023. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Woodley Farra Manion Portfolio Management held 449 shares of State Street SPDR S&P 500 ETF Trust worth $293K as of Q1 2026.
State Street SPDR S&P 500 ETF Trust was a new Woodley Farra Manion Portfolio Management position in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.01% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #98 holding.
Woodley Farra Manion Portfolio Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 16 quarters since.
Woodley Farra Manion Portfolio Management's State Street SPDR S&P 500 ETF Trust position peaked at $666K in Q4 2023.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.