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

AMJ Financial 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 Q1	–	Sell	-784	Closed	-$535K	–	97
2025 Q4	$535K	Buy	784 +2	+0.3%	+$1.35K	0.13%	70
2025 Q3	$521K	Buy	782 +26	+3%	+$16.7K	0.12%	67
2025 Q2	$467K	Sell	756 -50	-6%	-$28.6K	0.12%	66
2025 Q1	$451K	Sell	806 -129	-14%	-$75.8K	0.13%	69
2024 Q4	$548K	Buy	935 +10	+1%	+$5.89K	0.15%	66
2024 Q3	$531K	Sell	925 -32	-3%	-$17.7K	0.15%	65
2024 Q2	$521K	Buy	957 +11	+1%	+$5.76K	0.16%	57
2024 Q1	$495K	Buy	946 +2	+0.2%	+$996	0.17%	59
2023 Q4	$449K	Buy	944 +21	+2%	+$9.36K	0.19%	57
2023 Q3	$395K	Buy	923 +81	+10%	+$36K	0.18%	52
2023 Q2	$373K	Buy	842 +19	+2%	+$7.97K	0.16%	58
2023 Q1	$337K	Buy	+823	New	+$328K	0.22%	45
2020 Q4	–	Sell	-637	Closed	-$213K	–	78
2020 Q3	$213K	Buy	+637	New	+$211K	0.13%	63
2020 Q1	–	Sell	-793	Closed	-$255K	–	57
2019 Q4	$255K	Buy	+793	New	+$244K	0.18%	59

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AMJ Financial Wealth Management's SPY Position: Q1 2026 in Review

AMJ Financial Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 784 shares — an estimated $535K sold.

AMJ Financial Wealth Management first reported a position in SPY in Q4 2019 and held it in 14 quarters. The position peaked at $548K in Q4 2024. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

AMJ Financial Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
AMJ Financial Wealth Management sold 784 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $535K.
AMJ Financial Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and held it in 14 quarters.
AMJ Financial Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $548K in Q4 2024.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.