Jackson Thornton Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Jackson Thornton Wealth 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 Q2	$329K	Hold	441	–	–	0.03%	256
2026 Q1	$300K	Buy	441 +1	+0.2%	+$680	0.03%	185
2025 Q4	$304K	Hold	440	–	–	0.03%	192
2025 Q3	$296K	Hold	440	–	–	0.03%	188
2025 Q2	$273K	Sell	440 -15	-3%	-$8.57K	0.03%	94
2025 Q1	$240K	Buy	+455	New	+$267K	0.03%	79
2024 Q1	–	Sell	-807	Closed	-$384K	–	56
2023 Q4	$384K	Buy	+807	New	+$359K	0.07%	36

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

Jackson Thornton Wealth Management's SPY Position: Q2 2026 in Review

Jackson Thornton Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 441 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #256.

Jackson Thornton Wealth Management first reported a position in SPY in Q4 2023 and has held it in 7 quarters since. The position peaked at $384K in Q4 2023. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Jackson Thornton Wealth Management held 441 shares of State Street SPDR S&P 500 ETF Trust worth $329K as of Q2 2026.
Jackson Thornton Wealth Management 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 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #256 holding.
Jackson Thornton Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 7 quarters since.
Jackson Thornton Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $384K in Q4 2023.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.