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

JDH 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 Q3	$229K	Buy	301 +1	+0.3%	+$760	0.14%	55
2026 Q2	$224K	Buy	+300	New	+$218K	0.14%	53

Other funds holding SPY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

JDH Wealth Management's SPY Position: Q3 2026 in Review

JDH Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.33% in Q3 2026, buying an estimated $760 and bringing the position to 301 shares worth $229K. The position accounts for 0.14% of the portfolio, ranked #55.

JDH Wealth Management first reported a position in SPY in Q2 2026 and has held it in 2 quarters since. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

JDH Wealth Management held 301 shares of State Street SPDR S&P 500 ETF Trust worth $229K as of Q3 2026.
JDH Wealth Management bought 1 State Street SPDR S&P 500 ETF Trust share in Q3 2026, an estimated $760.
State Street SPDR S&P 500 ETF Trust made up 0.14% of JDH Wealth Management's portfolio in Q3 2026, its #55 holding.
JDH Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2026 and has held it in 2 quarters since.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.