J.W. Coons Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

J.W. Coons Advisors’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
2020 Q3	–	Sell	-1,000	Closed	-$308K	–	202
2020 Q2	$308K	Sell	1,000 -1,000	-50%	-$293K	0.14%	150
2020 Q1	$516K	Buy	+2,000	New	+$610K	0.27%	101

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

J.W. Coons Advisors's SPY Position: Q2 2025 in Review

J.W. Coons Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.2% in Q2 2025, selling an estimated $20K and leaving 17,764 shares worth $11M. The position accounts for 2.48% of the portfolio, ranked #4.

J.W. Coons Advisors first reported a position in SPY in Q1 2020 and has held it in 22 quarters since. The position peaked at $11.3M in Q2 2021. 4,227 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

J.W. Coons Advisors held 17,764 shares of State Street SPDR S&P 500 ETF Trust worth $11M as of Q2 2025.
J.W. Coons Advisors sold 35 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $20K.
State Street SPDR S&P 500 ETF Trust made up 2.48% of J.W. Coons Advisors's portfolio in Q2 2025, its #4 holding.
J.W. Coons Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $11.3M in Q2 2021.
4,227 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.