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

Gilliland Jeter 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	$1.88M	Buy	2,891 +133	+5%	+$90.4K	0.56%	49
2025 Q4	$1.88M	Buy	2,758 +17	+0.6%	+$11.5K	0.57%	45
2025 Q3	$1.83M	Sell	2,741 -363	-12%	-$233K	0.56%	44
2025 Q2	$1.92M	Buy	3,104 +48	+2%	+$27.4K	0.62%	40
2025 Q1	$1.71M	Buy	3,056 +46	+2%	+$27K	0.6%	45
2024 Q4	$1.76M	Buy	3,010 +29	+1%	+$17.1K	0.6%	42
2024 Q3	$1.71M	Buy	2,981 +11	+0.4%	+$6.08K	0.55%	44
2024 Q2	$1.62M	Buy	2,970 +48	+2%	+$25.1K	0.54%	45
2024 Q1	$1.53M	Sell	2,922 -82	-3%	-$40.8K	0.53%	47
2023 Q4	$1.43M	Buy	+3,004	New	+$1.34M	0.59%	47

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

Gilliland Jeter Wealth Management's SPY Position: Q1 2026 in Review

Gilliland Jeter Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.8% in Q1 2026, buying an estimated $90.4K and bringing the position to 2,891 shares worth $1.88M. The position accounts for 0.56% of the portfolio, ranked #49.

Gilliland Jeter Wealth Management first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.92M in Q2 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Gilliland Jeter Wealth Management held 2,891 shares of State Street SPDR S&P 500 ETF Trust worth $1.88M as of Q1 2026.
Gilliland Jeter Wealth Management bought 133 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $90.4K.
State Street SPDR S&P 500 ETF Trust made up 0.56% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #49 holding.
Gilliland Jeter Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.92M in Q2 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.