J.E. Simmons & Co’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
$346K Sell
463
-8
-2% -$5.8K 0.19% 49
2026
Q1
$306K Hold
471
0.2% 50
2025
Q4
$321K Buy
+471
New +$318K 0.21% 48

Other funds holding SPY

J.E. Simmons & Co's SPY Position: Q2 2026 in Review

J.E. Simmons & Co reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q2 2026, selling an estimated $5.8K and leaving 463 shares worth $346K. The position accounts for 0.19% of the portfolio, ranked #49.

J.E. Simmons & Co first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • J.E. Simmons & Co held 463 shares of State Street SPDR S&P 500 ETF Trust worth $346K as of Q2 2026.
  • J.E. Simmons & Co sold 8 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.8K.
  • State Street SPDR S&P 500 ETF Trust made up 0.19% of J.E. Simmons & Co's portfolio in Q2 2026, its #49 holding.
  • J.E. Simmons & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.