SEC 13F Intelligence

Northwest & Ethical Investments L.P. / SPY

Northwest & Ethical Investments L.P.’s State Str Spdr S&P 500 Etf T Position

Does Northwest & Ethical Investments L.P. own State Str Spdr S&P 500 Etf T (SPY)? Yes — 79.5K shares worth $52M (+1.20% of its 13F portfolio) as of Q1 2026.

Position Value
$52M
Q1 2026
Shares
79.5K
% of Portfolio
+1.20%
Quarters Held
7
currently held

Position History SPY

Reported value by quarter
Q2 ’24: $16MQ2 ’24Q3 ’24: $10MQ3 ’24Q4 ’24: $2MQ4 ’24Q2 ’25: $30MQ2 ’25Q3 ’25: $32MQ3 ’25Q4 ’25: $54MQ4 ’25Q1 ’26: $52MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202679.5K$52M+1.20%
Q4 202579.5K$54M+1.22%
Q3 202548.4K$32M+0.76%
Q2 202548.4K$30M+0.74%
Q4 20242.7K$2M+0.04%
Q3 202418.0K$10M+0.27%
Q2 202430.1K$16M+0.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northwest & Ethical Investments L.P.’s full portfolio or all institutional holders of SPY.