JCP Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

JCP Investment 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	$33.2M	Buy	50,944 +15,949	+46%	+$10.8M	22.1%	1
2025 Q4	$23.9M	Buy	34,995 +448	+1%	+$303K	18.86%	1
2025 Q3	$23M	Buy	34,547 +2,035	+6%	+$1.3M	15.08%	1
2025 Q2	$20.1M	Buy	32,512 +1,843	+6%	+$1.05M	11.59%	1
2025 Q1	$17.2M	Hold	30,669	–	–	10.61%	2
2024 Q4	$18M	Hold	30,669	–	–	10.63%	2
2024 Q3	$17.6M	Hold	30,669	–	–	14.59%	1
2024 Q2	$16.7M	Buy	30,669 +29,000	+1,738%	+$15.2M	18.66%	1
2024 Q1	$873K	Buy	1,669 +533	+47%	+$265K	1.39%	10
2023 Q4	$540K	Hold	1,136	–	–	0.64%	12
2023 Q3	$486K	Hold	1,136	–	–	0.51%	12
2023 Q2	$505K	Hold	1,136	–	–	0.42%	15
2023 Q1	$467K	Hold	1,136	–	–	0.33%	16
2022 Q4	$434K	Hold	1,136	–	–	0.37%	15
2022 Q3	$406K	Hold	1,136	–	–	0.29%	17
2022 Q2	$429K	Hold	1,136	–	–	0.3%	12
2022 Q1	$513K	Hold	1,136	–	–	0.36%	14
2021 Q4	$540K	Buy	+1,136	New	+$522K	0.4%	19

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

JCP Investment Management's SPY Position: Q1 2026 in Review

JCP Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 46% in Q1 2026, buying an estimated $10.8M and bringing the position to 50,944 shares worth $33.2M. The position accounts for 22.1% of the portfolio, ranked #1.

JCP Investment Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

JCP Investment Management held 50,944 shares of State Street SPDR S&P 500 ETF Trust worth $33.2M as of Q1 2026.
JCP Investment Management bought 15,949 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $10.8M.
State Street SPDR S&P 500 ETF Trust made up 22.1% of JCP Investment Management's portfolio in Q1 2026, its #1 holding.
JCP Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on JCP Investment Management's 13F filing for Q1 2026, filed 15 May 2026.