Helmsley Charitable Trust Discloses Equity Positions in Major ETFs

The Leona M. & Harry B. Helmsley Charitable Trust filed a Form 13F-HR with the U.S. Securities and Exchange Commission on October 20, 2026, disclosing its equity holdings as of the close of business on June 30, 2026.

The filing lists a total of two equity securities held by the trust. The largest holding disclosed is the SPDR S&P 500 ETF Trust, which is identified by its ticker symbol "SPY." The trust reported owning 273,764 shares of this exchange-traded fund.

The second holding listed in the information table is the iShares MSCI EAFE ETF, identified by the ticker symbol "IEFA." The trust reported owning 101,851 shares of this fund.

The filing was signed by Joshua Fenton, the Chief Investment Officer for the Helmsley Charitable Trust, located at 230 Park Avenue, Suite 659, New York, NY 10169.