Leona M. & Harry B. Helmsley Charitable Trust

In its 13F for Q3 2026 (holdings as of September 30, 2026, filed October 20, 2026), Leona M. & Harry B. Helmsley Charitable Trust reported 2 stock positions worth $233.1 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 82.9% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 17.1%). Compared with Q2 2026, it added to 1 and reduced 1. The biggest buy was iShares MSCI Eafe ETF (EFA, shares +277%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −7%).

Most Recent 13F
Q3 2026
Location
NEW YORK, NY
CIK
0001665901
Portfolio Value
$233.1M (Q3 2026)
SEC Filing
0001193125-26-426669 ↗ filed Oct 20, 2026

Holdings 2 stocks · $233.1M

SPY SS SPDR S&P 500 ETF Trust-US 82.87% 253,264 $193.1M Reduce -7.5%
EFA iShares MSCI Eafe ETF 17.13% 384,360 $39.9M Add +277.4%

Portfolio Sells Q2 2026 → Q3 2026

SPY SS SPDR S&P 500 ETF Trust-US Reduce -7.5% 82.87% −12.21

Portfolio Buys Q2 2026 → Q3 2026

EFA iShares MSCI Eafe ETF Add +277.4% 17.13% +12.21

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2026 2$233.1MSPY, EFA