JFG
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JDM Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

JDM Financial Group’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 		$5.75M Sell
8,838
-20
-0.2% -$13.6K 2.22% 11
2025
Q4 		$6.04M Sell
8,858
-74
-0.8% -$50K 2.35% 11
2025
Q3 		$5.95M Sell
8,932
-386
-4% -$247K 2.49% 11
2025
Q2 		$5.76M Buy
9,318
+1
+0% +$572 2.72% 10
2025
Q1 		$5.21M Sell
9,317
-579
-6% -$340K 2.64% 10
2024
Q4 		$5.8M Buy
9,896
+65
+0.7% +$38.3K 3.01% 10
2024
Q3 		$5.64M Sell
9,831
-1,502
-13% -$830K 3.07% 10
2024
Q2 		$6.17M Sell
11,333
-6
-0.1% -$3.14K 4.17% 7
2024
Q1 		$5.93M Sell
11,339
-108
-0.9% -$53.8K 4.32% 6
2023
Q4 		$5.44M Sell
11,447
-66
-0.6% -$29.4K 4.51% 6
2023
Q3 		$4.92M Sell
11,513
-4
-0% -$1.78K 4.54% 6
2023
Q2 		$5.11M Buy
11,517
+3
+0% +$1.26K 4.44% 6
2023
Q1 		$4.71M Sell
11,514
-92
-0.8% -$36.7K 4.34% 6
2022
Q4 		$4.44M Buy
+11,606
New +$4.46M 4.25% 6

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JDM Financial Group's SPY Position: Q1 2026 in Review

JDM Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.23% in Q1 2026, selling an estimated $13.6K and leaving 8,838 shares worth $5.75M. The position accounts for 2.22% of the portfolio, ranked #11.

JDM Financial Group first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.17M in Q2 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • JDM Financial Group held 8,838 shares of State Street SPDR S&P 500 ETF Trust worth $5.75M as of Q1 2026.
  • JDM Financial Group sold 20 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $13.6K.
  • State Street SPDR S&P 500 ETF Trust made up 2.22% of JDM Financial Group's portfolio in Q1 2026, its #11 holding.
  • JDM Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
  • JDM Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $6.17M in Q2 2024.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.