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SPY
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Position history for Phoenix Financial Ltd.'s holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

Phoenix Financial Ltd. holds 92,330 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $60.1M as of 2026-Q1. The position was increased (+1.2% shares). SPY represents 0.6% of Phoenix Financial Ltd.'s portfolio.

Current Value

$60.1M

Current Shares

92,330

Total Value Change

+$48.8M

Total Shares Change

+71,532

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
92,330
+1.2%
$60.1M0.6%$680.33
42
2025-Q4
Decreased
91,196
-0.9%
$62.3M0.7%$687.01
0
2025-Q3
Increased
92,055
+0.0%
$61.4M0.7%$661.72
41
2025-Q2
Increased
92,016
+346.9%
$56.9M0.8%$611.40
67
2025-Q1
Decreased
20,588
-6.2%
$11.5M0.2%$550.86
0
2024-Q4
Increased
21,953
+7.4%
$12.9M0.2%$581.39
36
2024-Q3
Decreased
20,442
-1.7%
$11.7M0.2%$562.94
0
2024-Q2
Decreased
20,798
-1.4%
$11.3M0.2%$534.46
0

Other major holders of SPY: JPMORGAN CHASE & CO

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