AJ Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.36M Buy
1,820
+5
+0.3% +$3.63K 0.42% 19
2026
Q1
$1.18M Buy
1,815
+21
+1% +$14.3K 0.44% 16
2025
Q4
$1.22M Buy
1,794
+36
+2% +$24.3K 0.45% 18
2025
Q3
$1.17M Sell
1,758
-166
-9% -$106K 0.48% 19
2025
Q2
$1.19M Buy
1,924
+352
+22% +$201K 0.53% 18
2025
Q1
$879K Buy
1,572
+5
+0.3% +$2.94K 0.45% 16
2024
Q4
$918K Buy
1,567
+5
+0.3% +$2.95K 0.48% 15
2024
Q3
$896K Buy
1,562
+199
+15% +$110K 0.46% 17
2024
Q2
$742K Buy
1,363
+17
+1% +$8.9K 0.41% 17
2024
Q1
$704K Buy
1,346
+169
+14% +$84.1K 0.39% 19
2023
Q4
$559K Buy
1,177
+5
+0.4% +$2.23K 0.34% 23
2023
Q3
$501K Sell
1,172
-4
-0.3% -$1.78K 0.38% 18
2023
Q2
$521K Hold
1,176
0.36% 19
2023
Q1
$481K Buy
1,176
+5
+0.4% +$2K 0.35% 20
2022
Q4
$448K Buy
+1,171
New +$450K 0.36% 18

Other funds holding SPY

AJ Advisors's SPY Position: Q2 2026 in Review

AJ Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.28% in Q2 2026, buying an estimated $3.63K and bringing the position to 1,820 shares worth $1.36M. The position accounts for 0.42% of the portfolio, ranked #19.

AJ Advisors first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • AJ Advisors held 1,820 shares of State Street SPDR S&P 500 ETF Trust worth $1.36M as of Q2 2026.
  • AJ Advisors bought 5 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.63K.
  • State Street SPDR S&P 500 ETF Trust made up 0.42% of AJ Advisors's portfolio in Q2 2026, its #19 holding.
  • AJ Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
  • 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.