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SPY
8 quarters

Position history for MORGAN STANLEY's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

MORGAN STANLEY holds 40.5M shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $26.3B as of 2026-Q1. The position was increased (+38.1% shares). SPY represents 1.6% of MORGAN STANLEY's portfolio.

Current Value

$26.3B

Current Shares

40.5M

Total Value Change

+$7.3B

Total Shares Change

+5.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
40.5M
+38.1%
$26.3B1.6%$680.33
66
2025-Q4
Decreased
29.3M
-27.9%
$20B1.2%$687.01
0
2025-Q3
Increased
40.7M
+10.0%
$27.1B1.6%$661.72
55
2025-Q2
Increased
37M
+7.8%
$22.8B1.5%$611.40
54
2025-Q1
Increased
34.3M
+2.8%
$19.2B1.4%$550.86
52
2024-Q4
Decreased
33.3M
-6.4%
$19.5B1.4%$581.39
0
2024-Q3
Increased
35.6M
+1.9%
$20.4B1.5%$562.94
51
2024-Q2
New
35M
-
$19B1.5%$534.46
73

Other major holders of SPY: JPMORGAN CHASE & CO

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