J.P. Marvel Investment Advisors’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
Q1 | $2.33M | Hold |
3,582
| – | – | 0.33% | 43 |
|
|
2025
Q4 | $2.44M | Hold |
3,582
| – | – | 0.34% | 41 |
|
|
2025
Q3 | $2.39M | Hold |
3,582
| – | – | 0.35% | 44 |
|
|
2025
Q2 | $2.21M | Hold |
3,582
| – | – | 0.36% | 45 |
|
|
2025
Q1 | $2M | Sell |
3,582
-11
| -0.3% | -$6.47K | 0.35% | 45 |
|
|
2024
Q4 | $2.11M | Hold |
3,593
| – | – | 0.35% | 45 |
|
|
2024
Q3 | $2.06M | Hold |
3,593
| – | – | 0.34% | 51 |
|
|
2024
Q2 | $1.96M | Hold |
3,593
| – | – | 0.32% | 51 |
|
|
2024
Q1 | $1.88M | Hold |
3,593
| – | – | 0.33% | 52 |
|
|
2023
Q4 | $1.71M | Hold |
3,593
| – | – | 0.34% | 51 |
|
|
2023
Q3 | $1.54M | Hold |
3,593
| – | – | 0.33% | 53 |
|
|
2023
Q2 | $1.59M | Hold |
3,593
| – | – | 0.33% | 55 |
|
|
2023
Q1 | $1.47M | Hold |
3,593
| – | – | 0.33% | 55 |
|
|
2022
Q4 | $1.37M | Hold |
3,593
| – | – | 0.32% | 53 |
|
|
2022
Q3 | $1.28M | Hold |
3,593
| – | – | 0.33% | 54 |
|
|
2022
Q2 | $1.35M | Hold |
3,593
| – | – | 0.33% | 54 |
|
|
2022
Q1 | $1.62M | Hold |
3,593
| – | – | 0.33% | 54 |
|
|
2021
Q4 | $1.71M | Buy |
3,593
+17
| +0.5% | +$7.8K | 0.33% | 49 |
|
|
2021
Q3 | $1.53M | Hold |
3,576
| – | – | 0.46% | 40 |
|
|
2021
Q2 | $1.53M | Hold |
3,576
| – | – | 0.33% | 53 |
|
|
2021
Q1 | $1.42M | Buy |
3,576
+25
| +0.7% | +$9.64K | 0.34% | 53 |
|
|
2020
Q4 | $1.33M | Hold |
3,551
| – | – | 0.34% | 50 |
|
|
2020
Q3 | $1.19M | Hold |
3,551
| – | – | 0.34% | 50 |
|
|
2020
Q2 | $1.09M | Hold |
3,551
| – | – | 0.35% | 47 |
|
|
2020
Q1 | $915K | Hold |
3,551
| – | – | 0.35% | 46 |
|
|
2019
Q4 | $1.14M | Hold |
3,551
| – | – | 0.33% | 51 |
|
|
2019
Q3 | $1.05M | Buy |
+3,551
| New | +$1.05M | 0.34% | 55 |
|
|
2019
Q1 | $1M | Hold |
3,551
| – | – | 0.33% | 55 |
|
|
2018
Q4 | $887K | Buy |
+3,551
| New | +$958K | 0.32% | 53 |
|
|
2018
Q2 | $963K | Hold |
3,551
| – | – | 0.3% | 62 |
|
|
2018
Q1 | $934K | Hold |
3,551
| – | – | 0.29% | 61 |
|
|
2017
Q4 | $948K | Buy |
3,551
+12
| +0.3% | +$3.12K | 0.29% | 60 |
|
|
2017
Q3 | $889K | Hold |
3,539
| – | – | 0.28% | 61 |
|
|
2017
Q2 | $856K | Buy |
3,539
+9
| +0.3% | +$2.16K | 0.28% | 61 |
|
|
2017
Q1 | $832K | Hold |
3,530
| – | – | 0.28% | 62 |
|
|
2016
Q4 | $789K | Hold |
3,530
| – | – | 0.27% | 62 |
|
|
2016
Q3 | $764K | Hold |
3,530
| – | – | 0.27% | 62 |
|
|
2016
Q2 | $739K | Hold |
3,530
| – | – | 0.26% | 63 |
|
|
2016
Q1 | $725K | Hold |
3,530
| – | – | 0.26% | 64 |
|
|
2015
Q4 | $720K | Buy |
+3,530
| New | +$725K | 0.25% | 57 |
|
Other funds holding SPY
J.P. Marvel Investment Advisors's SPY Position: Q1 2026 in Review
J.P. Marvel Investment Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 3,582 shares worth $2.33M. The position accounts for 0.33% of the portfolio, ranked #43.
J.P. Marvel Investment Advisors first reported a position in SPY in Q4 2015 and has held it in 40 quarters since. The position peaked at $2.44M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- J.P. Marvel Investment Advisors held 3,582 shares of State Street SPDR S&P 500 ETF Trust worth $2.33M as of Q1 2026.
- J.P. Marvel Investment Advisors 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 0.33% of J.P. Marvel Investment Advisors's portfolio in Q1 2026, its #43 holding.
- J.P. Marvel Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 40 quarters since.
- J.P. Marvel Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.44M in Q4 2025.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.