J.M. Forbes & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

J.M. Forbes & Co’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 Q2	$850K	Hold	1,138	–	–	0.07%	86
2026 Q1	$740K	Buy	1,138 +304	+36%	+$207K	0.06%	87
2025 Q4	$569K	Buy	834 +18	+2%	+$12.2K	0.05%	99
2025 Q3	$544K	Hold	816	–	–	0.05%	96
2025 Q2	$504K	Hold	816	–	–	0.05%	100
2025 Q1	$456K	Sell	816 -1,103	-57%	-$648K	0.04%	104
2024 Q4	$1.12M	Buy	1,919 +1,077	+128%	+$635K	0.11%	79
2024 Q3	$483K	Hold	842	–	–	0.05%	100
2024 Q2	$458K	Buy	+842	New	+$441K	0.05%	97

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

J.M. Forbes & Co's SPY Position: Q2 2026 in Review

J.M. Forbes & Co held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,138 shares worth $850K. The position accounts for 0.07% of the portfolio, ranked #86.

J.M. Forbes & Co first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q4 2024. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

J.M. Forbes & Co held 1,138 shares of State Street SPDR S&P 500 ETF Trust worth $850K as of Q2 2026.
J.M. Forbes & Co left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.07% of J.M. Forbes & Co's portfolio in Q2 2026, its #86 holding.
J.M. Forbes & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
J.M. Forbes & Co's State Street SPDR S&P 500 ETF Trust position peaked at $1.12M in Q4 2024.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.