Zuckerman Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Zuckerman Investment Group’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	$1.41M	Buy	1,888 +405	+27%	+$294K	0.12%	71
2026 Q1	$964K	Sell	1,483 -6	-0.4%	-$4.08K	0.09%	72
2025 Q4	$1.02M	Buy	1,489 +6	+0.4%	+$4.05K	0.09%	73
2025 Q3	$988K	Hold	1,483	–	–	0.09%	81
2025 Q2	$916K	Buy	1,483 +34	+2%	+$19.4K	0.09%	81
2025 Q1	$811K	Buy	1,449 +12	+0.8%	+$7.05K	0.09%	85
2024 Q4	$859K	Sell	1,437 -276	-16%	-$163K	0.08%	80
2024 Q3	$983K	Buy	1,713 +484	+39%	+$268K	0.1%	76
2024 Q2	$669K	Hold	1,229	–	–	0.08%	83
2024 Q1	$643K	Hold	1,229	–	–	0.07%	83
2023 Q4	$584K	Hold	1,229	–	–	0.08%	81
2023 Q3	$525K	Buy	+1,229	New	+$547K	0.08%	80

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

Zuckerman Investment Group's SPY Position: Q2 2026 in Review

Zuckerman Investment Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 27% in Q2 2026, buying an estimated $294K and bringing the position to 1,888 shares worth $1.41M. The position accounts for 0.12% of the portfolio, ranked #71.

Zuckerman Investment Group first reported a position in SPY in Q3 2023 and has held it in 12 quarters since. 4,656 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Zuckerman Investment Group held 1,888 shares of State Street SPDR S&P 500 ETF Trust worth $1.41M as of Q2 2026.
Zuckerman Investment Group bought 405 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $294K.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Zuckerman Investment Group's portfolio in Q2 2026, its #71 holding.
Zuckerman Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 12 quarters since.
4,656 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.