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 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 $1.56T 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

Zuckerman Investment Group's SPY Position: Q1 2026 in Review

Zuckerman Investment Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.4% in Q1 2026, selling an estimated $4.08K and leaving 1,483 shares worth $964K. The position accounts for 0.09% of the portfolio, ranked #72.

Zuckerman Investment Group first reported a position in SPY in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Zuckerman Investment Group held 1,483 shares of State Street SPDR S&P 500 ETF Trust worth $964K as of Q1 2026.
Zuckerman Investment Group sold 6 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.08K.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Zuckerman Investment Group's portfolio in Q1 2026, its #72 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 11 quarters since.
Zuckerman Investment Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.02M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.