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Position history for PFPhoenix Financial Ltd.'s holdings in STATE STREET SPDR S&P 500 ETF TRUST CL USD INC

Phoenix Financial Ltd. holds 165,032 shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC), worth $123.3M as of 2026-Q2. The position was increased (+78.7% shares). SPY represents 0.8% of Phoenix Financial Ltd.'s portfolio.

Current Value

$123.3M

Current Shares

165,032

Total Value Change

+$111.6M

Total Shares Change

+144,590

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
165,032
+78.7%
$123.3M0.8%$746.77
65
2026-Q1
Increased
92,330
+1.2%
$60.1M0.6%$680.33
42
2025-Q4
Decreased
91,196
-50.5%
$62.3M0.7%$687.01
0
2025-Q3
Increased
184,110
+100.1%
$122.8M0.8%$661.72
69
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

Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, JANE STREET GROUP, LLC

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