Jamison Private Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Jamison Private Wealth Management's SPY Position: Q3 2026 in Review
Jamison Private Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.8% in Q3 2026, buying an estimated $324K and bringing the position to 4,778 shares worth $3.64M. The position accounts for 0.37% of the portfolio, ranked #67.
Jamison Private Wealth Management first reported a position in SPY in Q3 2023 and has held it in 13 quarters since. 2,794 funds tracked by Wall St. Rank hold SPY as of Q3 2026.
- Jamison Private Wealth Management held 4,778 shares of State Street SPDR S&P 500 ETF Trust worth $3.64M as of Q3 2026.
- Jamison Private Wealth Management bought 426 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $324K.
- State Street SPDR S&P 500 ETF Trust made up 0.37% of Jamison Private Wealth Management's portfolio in Q3 2026, its #67 holding.
- Jamison Private Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 13 quarters since.
- 2,794 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.
Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.