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SPY
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Position history for OSAIC HOLDINGS, INC.'s holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

OSAIC HOLDINGS, INC. holds 1.3M shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $842.8M as of 2026-Q1. The position was decreased (-2.8% shares). SPY represents 1.2% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$842.8M

Current Shares

1.3M

Total Value Change

+$300.7M

Total Shares Change

+299,411

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.3M
-2.8%
$842.8M1.2%$680.33
0
2025-Q4
Decreased
1.3M
-2.7%
$909.2M1.3%$687.01
0
2025-Q3
Increased
1.4M
+9.9%
$897.7M1.3%$661.72
55
2025-Q2
Increased
1.2M
+11.5%
$770.3M1.4%$611.40
56
2025-Q1
Increased
1.1M
+12.2%
$625.9M1.4%$550.86
56
2024-Q4
Increased
996,662
+2.7%
$584.6M1.3%$581.39
51
2024-Q3
Decreased
970,324
-2.5%
$557.1M1.3%$562.94
0
2024-Q2
Decreased
995,479
-10.7%
$542.1M1.3%$534.46
0

Other major holders of SPY: JPMORGAN CHASE & CO

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