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: Q2 2026 in Review
Jamison Private Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 224% in Q2 2026, buying an estimated $2.18M and bringing the position to 4,352 shares worth $3.25M. The position accounts for 0.33% of the portfolio, ranked #72.
Jamison Private Wealth Management first reported a position in SPY in Q3 2023 and has held it in 12 quarters since. 4,661 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Jamison Private Wealth Management held 4,352 shares of State Street SPDR S&P 500 ETF Trust worth $3.25M as of Q2 2026.
- Jamison Private Wealth Management bought 3,010 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.18M.
- State Street SPDR S&P 500 ETF Trust made up 0.33% of Jamison Private Wealth Management's portfolio in Q2 2026, its #72 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 12 quarters since.
- 4,661 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.