Jackson Square Capital
SPY icon

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

Jackson Square Capital’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 		$9.27M Buy
12,152
+34
+0.3% +$25.8K 1.39% 19
2026
Q2 		$9.05M Sell
12,118
-232
-2% -$168K 1.26% 23
2026
Q1 		$8.03M Sell
12,350
-3,080
-20% -$2.09M 1.68% 19
2025
Q4 		$10.5M Buy
15,430
+143
+0.9% +$96.7K 2.08% 12
2025
Q3 		$10.2M Sell
15,287
-479
-3% -$307K 2.22% 11
2025
Q2 		$9.7M Buy
15,766
+9,847
+166% +$5.63M 2.16% 11
2025
Q1 		$3.31M Buy
5,919
+59
+1% +$34.7K 1.08% 26
2024
Q4 		$3.43M Sell
5,860
-70
-1% -$41.2K 0.83% 31
2024
Q3 		$3.4M Sell
5,930
-69
-1% -$38.2K 0.84% 32
2024
Q2 		$3.26M Buy
5,999
+75
+1% +$39.3K 0.8% 36
2024
Q1 		$3.1M Sell
5,924
-20
-0.3% -$10K 0.8% 40
2023
Q4 		$2.83M Buy
5,944
+332
+6% +$148K 0.91% 34
2023
Q3 		$2.4M Buy
5,612
+149
+3% +$66.3K 0.96% 30
2023
Q2 		$2.42M Buy
5,463
+592
+12% +$248K 0.97% 33
2023
Q1 		$1.99M Sell
4,871
-3,614
-43% -$1.44M 0.89% 37
2022
Q4 		$3.24M Buy
8,485
+2,645
+45% +$1.02M 1.53% 27
2022
Q3 		$2.09M Sell
5,840
-157
-3% -$62.3K 1.02% 30
2022
Q2 		$2.26M Sell
5,997
-152
-2% -$62.3K 0.96% 34
2022
Q1 		$2.78M Buy
6,149
+39
+0.6% +$17.4K 0.87% 39
2021
Q4 		$2.9M Buy
6,110
+656
+12% +$301K 0.83% 38
2021
Q3 		$2.34M Buy
5,454
+5
+0.1% +$2.21K 0.76% 41
2021
Q2 		$2.33M Sell
5,449
-343
-6% -$143K 0.75% 43
2021
Q1 		$2.3M Sell
5,792
-191
-3% -$73.7K 0.88% 40
2020
Q4 		$2.24M Sell
5,983
-982
-14% -$348K 0.86% 42
2020
Q3 		$2.1M Buy
6,965
+210
+3% +$69.6K 0.93% 41
2020
Q2 		$2.08M Sell
6,755
-549
-8% -$161K 1.05% 36
2020
Q1 		$1.88M Sell
7,304
-96
-1% -$29.3K 1.46% 26
2019
Q4 		$2.38M Buy
+7,400
New +$2.28M 1.37% 28

Other funds holding SPY

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Jackson Square Capital's SPY Position: Q3 2026 in Review

Jackson Square Capital increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.28% in Q3 2026, buying an estimated $25.8K and bringing the position to 12,152 shares worth $9.27M. The position accounts for 1.39% of the portfolio, ranked #19.

Jackson Square Capital first reported a position in SPY in Q4 2019 and has held it in 28 quarters since. The position peaked at $10.5M in Q4 2025. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Jackson Square Capital held 12,152 shares of State Street SPDR S&P 500 ETF Trust worth $9.27M as of Q3 2026.
  • Jackson Square Capital bought 34 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $25.8K.
  • State Street SPDR S&P 500 ETF Trust made up 1.39% of Jackson Square Capital's portfolio in Q3 2026, its #19 holding.
  • Jackson Square Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 28 quarters since.
  • Jackson Square Capital's State Street SPDR S&P 500 ETF Trust position peaked at $10.5M in Q4 2025.
  • 1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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