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Manning & Napier Group’s SPY Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q2 2013
+24,397 Shares
Current Position
23,404 Shares
$16.08 M Value

Manning & Napier Group's SPY Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 23,404 shares of State Street SPDR S&P 500 ETF (SPY) worth $16.08 M, representing 0.21% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.

Based on 13F filings since 2013, Manning & Napier Group has maintained a long-term strategic position in SPY, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 7,274 shares. Largest reduction occurred in Q1 2014, reducing 11,935 shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's State Street SPDR S&P 500 ETF (SPY) Holding Value Over Time

Track share changes against reported price movement

Quarterly State Street SPDR S&P 500 ETF (SPY) Trades by Manning & Napier Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +24,397 Add 0.00% 24,397 $160.39
Q3 2013 +7,159 Add 29.34% 31,556 $167.99
Q4 2013 -6,609 Reduce 20.94% 24,947 $184.67
Q1 2014 -11,935 Reduce 47.84% 13,012 $186.98
Q2 2014 -405 Reduce 3.11% 12,607 $195.68
Q3 2014 +449 Add 3.56% 13,056 $197.00
Q4 2014 -1,854 Reduce 14.20% 11,202 $205.50
Q1 2015 +4 Add 0.04% 11,206 $206.41
Q2 2015 -1,015 Reduce 9.06% 10,191 $205.77
Q3 2015 +2,094 Add 20.55% 12,285 $191.62
Q4 2015 -1,522 Reduce 12.39% 10,763 $203.85
Q1 2016 +2,176 Add 20.22% 12,939 $205.50
Q2 2016 -864 Reduce 6.68% 12,075 $209.44
Q3 2016 +573 Add 4.75% 12,648 $216.24
Q4 2016 +799 Add 6.32% 13,447 $223.47
Q1 2017 +2,714 Add 20.18% 16,161 $235.69
Q2 2017 +3,024 Add 18.71% 19,185 $241.75
Q3 2017 +1,706 Add 8.89% 20,891 $251.21
Q4 2017 +22,777 Add 0.00% 22,776 $266.86
Q1 2018 -356 Reduce 1.56% 22,420 $263.11
Q2 2018 +3,847 Add 17.16% 26,267 $271.25
Q3 2018 +4,792 Add 18.24% 31,059 $290.70
Q4 2018 +7,274 Add 23.42% 38,333 $249.92
Q1 2019 -8,687 Reduce 22.66% 29,646 $282.47
Q2 2019 -3,491 Reduce 11.78% 26,155 $292.98
Q3 2019 +2,157 Add 8.25% 28,312 $296.76
Q4 2019 +829 Add 2.93% 29,141 $321.85
Q1 2020 +367 Add 1.26% 29,508 $257.73
Q2 2020 -6,203 Reduce 21.02% 23,305 $308.35
Q3 2020 -33 Reduce 0.14% 23,272 $334.87
Q4 2020 -360 Reduce 1.55% 22,912 $373.87
Q1 2021 +7,153 Add 31.22% 30,065 $396.31
Q2 2021 +4,954 Add 16.48% 35,019 $428.05
Q3 2021 +3,165 Add 9.04% 38,184 $429.13
Q4 2021 +188 Add 0.49% 38,372 $474.96
Q1 2022 -4,950 Reduce 12.90% 33,422 $451.62
Q2 2022 +2,500 Add 7.48% 35,922 $377.23
Q3 2022 -2,069 Reduce 5.76% 33,853 $357.16
Q4 2022 +552 Add 1.63% 34,405 $382.43
Q1 2023 -4,623 Reduce 13.44% 29,782 $409.39
Q2 2023 -2,789 Reduce 9.36% 26,993 $443.28
Q3 2023 -1,866 Reduce 6.91% 25,127 $427.48
Q4 2023 +599 Add 2.38% 25,726 $475.31
Q1 2024 -6,884 Reduce 26.76% 18,842 $523.03
Q2 2024 +1,732 Add 9.19% 20,574 $544.22
Q3 2024 +88 Add 0.43% 20,662 $573.76
Q4 2024 -308 Reduce 1.49% 20,354 $586.08
Q1 2025 +2,883 Add 14.16% 23,237 $559.39
Q2 2025 -1,479 Reduce 6.36% 21,758 $617.88
Q3 2025 -92 Reduce 0.42% 21,666 $666.18
Q4 2025 +1,738 Add 8.02% 23,404 $687.02

Manning & Napier Group's State Street SPDR S&P 500 ETF Investment FAQs

Manning & Napier Group first purchased State Street SPDR S&P 500 ETF (SPY) in Q2 2013, acquiring 24,397 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held State Street SPDR S&P 500 ETF (SPY) for 51 quarters since Q2 2013.

Manning & Napier Group's largest addition to State Street SPDR S&P 500 ETF (SPY) was in Q2 2013, adding 24,397 shares worth $3.91 M.

According to the latest 13F filing for Q4 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 23,404 shares of State Street SPDR S&P 500 ETF (SPY), valued at approximately $16.08 M.

As of the Q4 2025 filing, State Street SPDR S&P 500 ETF (SPY) represents approximately 0.21% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.

Manning & Napier Group's peak holding in State Street SPDR S&P 500 ETF (SPY) was 38,372 shares, as reported at the end of Q4 2021.