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

Inman Jager 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	$269K	Hold	414	–	–	0.16%	77
2025 Q4	$282K	Hold	414	–	–	0.17%	78
2025 Q3	$276K	Sell	414 -11	-3%	-$7.05K	0.18%	75
2025 Q2	$263K	Hold	425	–	–	0.18%	75
2025 Q1	$238K	Buy	425 +11	+3%	+$6.47K	0.18%	74
2024 Q4	$243K	Buy	+414	New	+$244K	0.19%	72

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

Inman Jager Wealth Management's SPY Position: Q1 2026 in Review

Inman Jager Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 414 shares worth $269K. The position accounts for 0.16% of the portfolio, ranked #77.

Inman Jager Wealth Management first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $282K in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Inman Jager Wealth Management held 414 shares of State Street SPDR S&P 500 ETF Trust worth $269K as of Q1 2026.
Inman Jager Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Inman Jager Wealth Management's portfolio in Q1 2026, its #77 holding.
Inman Jager Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Inman Jager Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $282K in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.