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 Q2	$6.64M	Buy	8,888 +50	+0.6%	+$36.3K	2.27%	11
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JDM Financial Group's SPY Position: Q2 2026 in Review

JDM Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.57% in Q2 2026, buying an estimated $36.3K and bringing the position to 8,888 shares worth $6.64M. The position accounts for 2.27% of the portfolio, ranked #11.

JDM Financial Group first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

JDM Financial Group held 8,888 shares of State Street SPDR S&P 500 ETF Trust worth $6.64M as of Q2 2026.
JDM Financial Group bought 50 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $36.3K.
State Street SPDR S&P 500 ETF Trust made up 2.27% of JDM Financial Group's portfolio in Q2 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 15 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.