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

Yelin Lapidot Holdings 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 Q2	$22.9M	Hold	30,656	–	–	4.34%	5
2026 Q1	$19.9M	Sell	30,656 -2,775	-8%	-$1.89M	4.15%	5
2025 Q4	$22.8M	Sell	33,431 -27,164	-45%	-$18.4M	4.57%	5
2025 Q3	$40.4M	Hold	60,595	–	–	8.48%	2
2025 Q2	$37.4M	Buy	60,595 +5,185	+9%	+$2.96M	6.84%	3
2025 Q1	$31M	Sell	55,410 -7,095	-11%	-$4.17M	5.99%	3
2024 Q4	$36.6M	Sell	62,505 -10,258	-14%	-$6.04M	6.38%	3
2024 Q3	$41.7M	Sell	72,763 -7,425	-9%	-$4.11M	6.88%	2
2024 Q2	$43.6M	Sell	80,188 -13,442	-14%	-$7.04M	7.69%	2
2024 Q1	$49M	Buy	93,630 +2,708	+3%	+$1.35M	10.07%	1
2023 Q4	$43.2M	Buy	90,922 +3,205	+4%	+$1.43M	10.43%	1
2023 Q3	$37.6M	Buy	+87,717	New	+$39M	9.24%	1

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Yelin Lapidot Holdings Management's SPY Position: Q2 2026 in Review

Yelin Lapidot Holdings Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 30,656 shares worth $22.9M. The position accounts for 4.34% of the portfolio, ranked #5.

Yelin Lapidot Holdings Management first reported a position in SPY in Q3 2023 and has held it in 12 quarters since. The position peaked at $49M in Q1 2024. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Yelin Lapidot Holdings Management held 30,656 shares of State Street SPDR S&P 500 ETF Trust worth $22.9M as of Q2 2026.
Yelin Lapidot Holdings Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 4.34% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #5 holding.
Yelin Lapidot Holdings Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 12 quarters since.
Yelin Lapidot Holdings Management's State Street SPDR S&P 500 ETF Trust position peaked at $49M in Q1 2024.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.