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 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 $1.56T 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

Jane Street New York $777B AUM 61.18% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Jackson Thornton Wealth Management's SPY Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.23% in Q1 2026, buying an estimated $680 and bringing the position to 441 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #185.

Jackson Thornton Wealth Management first reported a position in SPY in Q4 2023 and has held it in 6 quarters since. The position peaked at $384K in Q4 2023. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Jackson Thornton Wealth Management held 441 shares of State Street SPDR S&P 500 ETF Trust worth $300K as of Q1 2026.
Jackson Thornton Wealth Management bought 1 State Street SPDR S&P 500 ETF Trust share in Q1 2026, an estimated $680.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #185 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 6 quarters since.
Jackson Thornton Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $384K in Q4 2023.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.