4J Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

4J Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$982K	Hold	1,287	–	–	0.45%	42
2026 Q2	$961K	Hold	1,287	–	–	0.47%	35
2026 Q1	$837K	Hold	1,287	–	–	0.48%	36
2025 Q4	$878K	Hold	1,287	–	–	0.5%	33
2025 Q3	$857K	Hold	1,287	–	–	0.5%	36
2025 Q2	$795K	Hold	1,287	–	–	0.54%	37
2025 Q1	$720K	Hold	1,287	–	–	0.57%	35
2024 Q4	$754K	Hold	1,287	–	–	0.61%	32
2024 Q3	$738K	Hold	1,287	–	–	0.57%	35
2024 Q2	$700K	Hold	1,287	–	–	0.58%	36
2024 Q1	$673K	Buy	1,287 +33	+3%	+$16.4K	0.58%	37
2023 Q4	$596K	Sell	1,254 -900	-42%	-$401K	0.54%	40
2023 Q3	$921K	Hold	2,154	–	–	0.92%	31
2023 Q2	$955K	Sell	2,154 -117	-5%	-$49.1K	0.93%	31
2023 Q1	$930K	Hold	2,271	–	–	1%	28
2022 Q4	$868K	Buy	2,271 +11	+0.5%	+$4.23K	1.01%	27
2022 Q3	$807K	Sell	2,260 -2	-0.1%	-$794	1.03%	25
2022 Q2	$853K	Buy	2,262 +24	+1%	+$9.8K	1.07%	26
2022 Q1	$1.01M	Hold	2,238	–	–	0.88%	27
2021 Q4	$1.06M	Buy	2,238 +10	+0.4%	+$4.59K	0.89%	31
2021 Q3	$956K	Sell	2,228 -5	-0.2%	-$2.21K	0.83%	33
2021 Q2	$956K	Sell	2,233 -36	-2%	-$15K	0.83%	33
2021 Q1	$899K	Hold	2,269	–	–	0.84%	33
2020 Q4	$848K	Buy	+2,269	New	+$805K	0.82%	33

Other funds holding SPY

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

4J Wealth Management's SPY Position: Q3 2026 in Review

4J Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 1,287 shares worth $982K. The position accounts for 0.45% of the portfolio, ranked #42.

4J Wealth Management first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.06M in Q4 2021. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

4J Wealth Management held 1,287 shares of State Street SPDR S&P 500 ETF Trust worth $982K as of Q3 2026.
4J Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.45% of 4J Wealth Management's portfolio in Q3 2026, its #42 holding.
4J Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 24 quarters since.
4J Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.06M in Q4 2021.
3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.