J2 Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

J2 Capital 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 Q3	$1.11M	Buy	1,455 +3	+0.2%	+$2.28K	0.7%	20
2026 Q2	$1.08M	Sell	1,452 -26	-2%	-$18.8K	0.73%	19
2026 Q1	$961K	Buy	1,478 +33	+2%	+$22.4K	0.66%	23
2025 Q4	$985K	Sell	1,445 -37	-2%	-$25K	0.72%	23
2025 Q3	$987K	Buy	1,482 +419	+39%	+$269K	0.74%	21
2025 Q2	$657K	Buy	1,063 +48	+5%	+$27.4K	0.52%	40
2025 Q1	$568K	Sell	1,015 -25	-2%	-$14.7K	0.52%	31
2024 Q4	$610K	Buy	+1,040	New	+$613K	0.57%	33
2023 Q3	$333K	Buy	778 +79	+11%	+$35.1K	0.42%	69
2023 Q2	$310K	Buy	699 +65	+10%	+$27.3K	0.37%	79
2023 Q1	$260K	Buy	634 +62	+11%	+$24.7K	0.4%	73
2022 Q4	$219K	Buy	+572	New	+$220K	0.38%	80

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

J2 Capital Management's SPY Position: Q3 2026 in Review

J2 Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.21% in Q3 2026, buying an estimated $2.28K and bringing the position to 1,455 shares worth $1.11M. The position accounts for 0.7% of the portfolio, ranked #20.

J2 Capital Management first reported a position in SPY in Q4 2022 and has held it in 12 quarters since. 1,503 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

J2 Capital Management held 1,455 shares of State Street SPDR S&P 500 ETF Trust worth $1.11M as of Q3 2026.
J2 Capital Management bought 3 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $2.28K.
State Street SPDR S&P 500 ETF Trust made up 0.7% of J2 Capital Management's portfolio in Q3 2026, its #20 holding.
J2 Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 12 quarters since.
1,503 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.